Advisor at Harris Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harris Financial Services, Inc.
Location
Oshkosh, WI 54902
Credentials
Series 63
Industry experience
38 years
Robert Harris is the sole advisor at Harris Financial Services, Inc. in Oshkosh, WI, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Harris Financial Services since 1991 and has a longer tenure at Wisconsin Financial Group Inc dating back to 1978. Harris Financial Services, Inc. provides personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a globally diversified investment approach that emphasizes passively managed index and exchange-traded funds, supplemented selectively with actively managed funds, and offers non-discretionary account management alongside planning services such as cash-flow, retirement, and education funding.
Based on Harris Financial Services, Inc.
0.25% annually on all managed assets
Commissions may be earned from sales of fixed annuities in certain circumstances; no hourly fee charged for this advice
$88 per hour for financial advice; $41 per hour for staff technical services
Fee-only: $88 per hour for financial advice; $41 per hour for staff technical services
420 S. Koeller Street, Suite 214
Oshkosh, WI 54902
Wisconsin
Harris Financial Services
1991 - Present (35 years)
Wisconsin Financial Group Inc
1978 - Present (48 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
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