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Michael W. Beels

HARVEST ADVISORS
CANTON, OH 44718
Some features on this profile are disabled
CRD#: 6737384
MB

Professional summary

Michael W Beels, CFP® is a registered financial advisor currently at HARVEST ADVISORS, LLC located in Canton, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael W Beels'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®
CFP®

Certified Financial Planner

Experience

Current

December 13, 2016 - Present

HARVEST ADVISORS, LLC

Office #1: 4942 Higbee Ave Nw Suite A, Canton, OH 44718
RIA
CRD#: 120614
CANTON, OH

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
Ohio
(12/13/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/25/2016
Uniform Investment Adviser Law Examination

Current Firm

HA
HARVEST ADVISORS, LLC
CLIFFORD & ASSOCIATES | STEVEN DALE CLIFFORD | SHARE THE HARVEST PARTNERS, LLC | S D CLIFFORD ADVISORS, LLC | HARVEST ADVISORS, LLC

CRD#: 120614 / SEC#:

Ohio
Registered Investment Advisory firm - (12/22/1999 Approved)
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Contact information

Main Address
4942 Higbee Ave Nw Suite A, Canton, OH 44718
Mailing Address
Phone number
(330) 493-1814
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts220
AUM (Assets Under Management)$ 33,077,121

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

HARVEST ADVISORS, LLC

CRD#: 120614Canton, OH 44718

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