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MH

Michael W. Harshbarger

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CRD#: 1210242
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael William Harshbarger, who also goes by Mike Harshbarger, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1983. Michael had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Harshbarger

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 29, 2013 - December 31, 2015

TRUE NORTH FINANCIAL, LLC

RIA
CRD#: 165421
EVANSVILLE, IN
Past

February 12, 2010 - July 16, 2012

GATES INVESTMENT ADVISORS, LLC

RIA
CRD#: 141691
EVANSVILLE, IN
Past

June 12, 2003 - October 26, 2005

BROAD STREET CAPITAL MARKETS, LLC

BD
CRD#: 104026
HOLMDEL, NJ
Past

September 23, 1997 - June 27, 2001

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

May 15, 1997 - September 22, 1997

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

July 14, 1995 - August 11, 1995

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

May 5, 1995 - July 14, 1995

RAFFENSPERGER, HUGHES & CO., INC.

BD
CRD#: 699
INDIANAPOLIS, IN
Past

May 6, 1992 - January 16, 1995

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 1, 1989 - May 11, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 28, 1988 - March 15, 1989

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 14, 1986 - April 9, 1988

EDWARD JONES

BD
CRD#: 250
Past

November 20, 1984 - January 22, 1986

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

November 18, 1983 - October 9, 1984

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/27/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TN
TRUE NORTH FINANCIAL, LLC
TRUE NORTH FINANCIAL, LLC

CRD#: 165421 / SEC#:

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Contact information


Main Address
1014 Main Street, Evansville, IN 47708
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


TRUE NORTH FINANCIAL, LLC

CRD#: 165421

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