HV
Heather J. Venenga-whipple
AMERICAN HARVEST FINANCIAL LLC
Watertown, SD 57201
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CRD#: 6297130
HV
Professional summary
Heather Jean Venenga-whipple, who also goes by Heather Jean Venenga, is a registered financial advisor currently at AMERICAN HARVEST FINANCIAL LLC located in Watertown, South Dakota.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Heather has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heather Jean Venenga
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)Name: Heather Venenga-Whipple. Investment-Related: No. Address: 2 Louise Dr, Watertown SD 57201. Nature: Non-fiction book. Position: Author. Start Date: 5/9/2022. Approximate hours per month: 5. Approximate hours during securities trading hours: 0. Description: Wrote and published a book; now in the process of marketing and selling the book. Also will be doing paid and unpaid speaking engagements directly related to the content in the book. (2)Name: Harvest Legacy LLC. Investment-related: No. Address: 220 5th Ave SE Watertown SD 57201. Nature: Farm Succession Planning and Insurance. Position: Owner/Producer. Start Date: 1/28/2025. Approximate hours per month: 45. Approximate hours per month during securities trading hours: 40. Description: Harvest Legacy provides farm succession coaching, including consultations regarding family communication, protection of assets, risk management and insurance, and succession strategy. Harvest Legacy sells life insurance, annuities, long term care insurance (none are variable). (3)Name: Heather Venenga-Whipple. Investment-Related: No. Address: 220 5th Ave SE Watertown SD 57201. Nature: Speaking engagements. Position: Owner/Producer. Start Date: 1/10/2024. Approximate hours per month: 10. Approximate hours per month during trading hours: 2. Description: Heather Venenga speaks at numerous events presenting on farm succession planning for a fee. These events often include agriculture conferences and events hosted by business. The presentation is for educational purposes and gives no specific advice related to planning. Topics included are family dynamics, communication, who to have on your team, common issues farm families face, difference between wills and trusts and examples of solutions. It does not include any investment information or advice. The fees range from $500-$4000 per event along with travel expenses. (4)Name: Called for Impact. Investment-Related: No. Address: 220 5th Ave SE Watertown SD 57201. Nature: Coaching. Position: Owner/Producer. Start Date: 4/1/2024. Approximate hours per month: 25. Approximate hours per month during trading hours 20. Duties: Assisting business owners with sales, marketing, and general business coaching.
CRS (Client Relationship Summary) - RIA
Click below to view Heather Jean Venenga-whipple's 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®
NoneExperience
Current
July 13, 2023 - Present
AMERICAN HARVEST FINANCIAL LLC
Office #1: 220 5th Ave Se, Watertown, SD 57201RIA
CRD#: 326971
Watertown, SD
Past
October 26, 2016 - July 14, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Watertown, SD
Past
March 18, 2014 - July 14, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Watertown, SD
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
South Dakota(7/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AH
AMERICAN HARVEST FINANCIAL LLC
AMERICAN HARVEST FINANCIAL | DAY FINANCIAL | AMERICAN HARVEST FINANCIAL LLC
CRD#: 326971 / SEC#:
Missouri
Registered Investment Advisory firm - (3/19/2025 Terminated)South Dakota
Registered Investment Advisory firm - (7/13/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
220 5th Ave Se, Watertown, SD 57201
Mailing Address
Phone number
(605) 878-0344
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 1,257,000 |
Red Flags
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