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
John Osterberg, Chad Pannell, Philip Lee, Taylor BryantJune 21, 2016
Eric P. BurtonMay 17, 2016
Luisa EhrigMay 09, 2016

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.