Harvest Point Wealth Management

  • Financial Services
  • West Des Moines IA
  • 8 employees
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Company Overview

Headquarters
4201 Westown Parkway, West Des Moines IA
Website
harvestpointwm.com
Employees
8
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Harvest Point Wealth Management

Harvest Point Wealth Management is an investment advisory firm based in West Des Moines, Iowa. The company has 8 employees and reported $2.5 million in revenue. Harvest Point Wealth Management aims to help clients achieve their financial goals, which they refer to as "Harvest Points." Their services involve providing guidance and advice on investments and retirement planning to help individuals achieve milestones such as a successful retirement, funding their children's or grandchildren's education, or establishing a lasting legacy. Harvest Point Wealth Management emphasizes a personalized approach, acting as advisors who empower and equip clients to make informed financial decisions. The firm is affiliated with LPL Financial, a registered investment advisor, and operates in compliance with FINRA/SIPC regulations. To learn more about Harvest Point Wealth Management and its services, visit their website at harvestpointwm.com.

Harvest Point Wealth Management Industry Tags

Financial Services
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FAQ

What is the location of Harvest Point Wealth Management's headquarters?
The headquarters of Harvest Point Wealth Management are situated at 4201 Westown Parkway, West Des Moines IA
What is Harvest Point Wealth Management's official website?
The official website of Harvest Point Wealth Management can be found at harvestpointwm.com.
What is Harvest Point Wealth Management's current revenue?
As of June 2023, Harvest Point Wealth Management's annual revenue reached $3B.
How many employees does Harvest Point Wealth Management currently have?
Harvest Point Wealth Management employs approximately 8+ people as of June 2023
Which industries is Harvest Point Wealth Management primarily operating in?
Harvest Point Wealth Management operates in the following industries: Credit, Finance
What are Harvest Point Wealth Management's industry tags?
Harvest Point Wealth Management's industry tags include: Financial Services

Employee Directory

Key Employees

Laura Nilius

Financial Advisor

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Angela Gibbons

Director of First Impressions

Phone Email