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Marc H
CFP®, Series 63
Cincinnati, OH
Harvest Financial Advisors, LLC
Marc Henn is a CFP® with 24 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2007. Prior to that, he worked at Haberer Registered Investment Advisor, Inc. for six years. He also serves as a FINRA industry arbitrator in Chicago, a role he has held since 2004. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, using fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.
Bruce M
Series 65
Cincinnati, OH
Harvest Financial Advisors, LLC
Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, using fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.
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