Samuel G. Feiser

HARVEST FINANCIAL PLANNING ASSOCIATES

LANCASTER, PA

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CRD#: 6971956

Professional summary

Samuel Glenn Feiser is a registered financial advisor currently at HARVEST FINANCIAL PLANNING ASSOCIATES, LLC located in Lancaster, Pennsylvania.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Samuel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.) MCC ReUzit New Holland; Not Investment Related; 1054 S State St, Ephrata, PA 17522; Non-Profit Thrift Store (Resale of donated goods); Board Member & Treasurer; Start Date 05./2024; approx. 5 hour/month with 0 hours during trading hours; Sit on the advisory board of the Thrift store, review and advise on budget, review staffing, review store operations, review finances.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Glenn Feiser'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®

None

Experience

Current

February 28, 2025 - Present

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

RIA

CRD#: 334825

LANCASTER, PA

Past

July 1, 2020 - January 16, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Royersford, PA

Past

May 29, 2019 - January 16, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Royersford, PA

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

Pennsylvania
(2/28/2025)

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 66

Date: 11/1/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/28/2019

Securities Industry Essentials Examination

Current Firm

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

CRD#: 334825 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/28/2025 Approved)

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Contact information

Main Address

Lancaster, PA

Mailing Address

Po Box 71, Smoketown, PA 17576

Phone number

(484) 925-6022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Samuel G. Feiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Glenn Feiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2019

Series 7TO

Date: 5/29/2019

SIE

Date: 2/28/2019

Current Firm

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

Contact information

Documents

Red Flags

Company Information

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

TRUST BUT VERIFY

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