Michael T. Harvill

WELLTH ADVISORY SERVICES

Fort Wayne, IN 46805

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CRD#: 1190815

Professional summary

Michael Taylor Harvill, AIF® is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Fort Wayne, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 11 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Strategic Retirement Partners - Investment Related - At Reported Business Location(s) Start Date: 04/01/2019 - 50 Hours Per Month/50 Hours During Securities Trading. 2. Harvill Pension Consultants, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 04/01/2019 - 4 Hours Per Month/4 Hours During Securities Trading. 3. SRP Ventures, LLC-Investment Related - At Reported Business Location(s) - Passive Investor - Start Date: 03/28/2021- 0 Hours Per Month/0 Hours During Securities Trading. 4. FlexMatch - Investment Related - At Reported Business Location(s) -Sales Representative - Start Date: 05/01/2019 - 5 Hours per Month/5 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Taylor Harvill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 2200 Lake Ave Suite 100, Fort Wayne, IN 46805

RIA

CRD#: 330537

Fort Wayne, IN

Past

April 1, 2019 - July 10, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Fort Wayne, IN

Past

September 28, 2012 - July 16, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

FT WAYNE, IN

Past

September 28, 2012 - July 16, 2019

LPL FINANCIAL LLC

CRD#: 6413

FT WAYNE, IN

Past

April 5, 2010 - November 26, 2012

RIDGEWAY & CONGER, INC.

CRD#: 113055

FORT WAYNE, IN

Past

October 29, 2008 - October 8, 2012

HARVILL PENSION CONSULTANTS, INC.

RIA

CRD#: 144314

FORT WAYNE, IN

Past

August 10, 2006 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

FORT WAYNE, IN

Past

August 10, 2006 - March 30, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

FORT WAYNE, IN

Past

January 28, 2000 - August 11, 2006

SII INVESTMENTS, INC.

RIA

CRD#: 2225

FORT WAYNE, IN

Past

September 11, 1998 - August 11, 2006

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

May 17, 1996 - September 10, 1998

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

January 1, 1984 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

January 1, 1984 - May 16, 1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 1, 1984 - May 16, 1996

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(6/28/2024)

IAR

Ohio
(6/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1996

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/19/1996

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/29/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael T. Harvill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Taylor Harvill's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RIDGEWAY & CONGER, INC.

HARVILL PENSION CONSULTANTS, INC.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

VOYA FINANCIAL ADVISORS, INC.

LINCOLN NATIONAL PENSION INSURANCE COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/1996

Series 63

Date: 6/13/1996

Series 66

Date: 4/19/1996

SIE

Date: 10/1/2018

Series 6

Date: 12/29/1983

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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