Timothy McKenna, Brian L. Smith, Timothy J. McKenna Jr., Bryan Laverman

Adviser/team AUM: $155,000,000

Gross annual production/TTM: $1,200,000

www.hfpllc.com/new/harvestfinancialplanning/

Move Details

Firm leaving Proequities
Firm joining LPL Financial
Adviser(s) location

Shererville, IN

Date December 01, 2011

Latest Moves to LPL Financial

Adviser(s) Date announced
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatJuly 20, 2017
Ira Katz, Daniel McNicholas, John Scala, Bryce WilinskiApril 28, 2017
Tom HerbruckApril 03, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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