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Harvest Wealth Management Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Harvest Wealth Management is a small financial services firm based in Menomonee Falls, Wisconsin. It works with clients to assess their current financial situation, set attainable goals, implement strategies, and monitor progress toward those goals. The firm aims to make the process straightforward and accessible, maintaining ongoing availability to address questions and prioritizing long-term relationships and clients' best interests.

Securities are offered through LPL Financial, and investment advice is provided through Independent Advisor Alliance, with Harvest Wealth Management and Independent Advisor Alliance operating as separate entities from LPL Financial. Regulatory disclosures indicate that third-party posts do not reflect LPL's views and that LPL professionals may transact only with residents of states where they are properly registered.

Find Harvest Wealth Management employees' phone numbers or email addresses

Harvest Wealth Management Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Harvest Wealth Management's Leadership

  • Stylized image of a person
    T. L.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. W.
    Financial Advisor
    Phone icon
    Mobile Phone

Harvest Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Harvest Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 26, 2026
  • Stylized image of a person
    P. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 08, 2026

Frequently Asked Questions

What is Harvest Wealth Management known for?

Minus sign iconPlus sign iconHarvest Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in N80w14800 Appleton Avenue Menomonee Falls, Wisconsin 53051 United States. Explore Harvest Wealth Management's company overview page for more information.

What is Harvest Wealth Management's most common email format?

Minus sign iconPlus sign iconHarvest Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harvest Wealth Management email formats with LeadIQ.

How many employees does Harvest Wealth Management have currently?

Minus sign iconPlus sign iconHarvest Wealth Management has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Harvest Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Harvest Wealth Management's key employees include:

  • Financial Advisor: T. L.
  • Financial Advisor: P. W.

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