Advisor at Harvest Financial Advisors, LLC
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
Harvest Financial Advisors, LLC
Location
West Chester, OH 45069
Credentials
Series 66
Industry experience
2 years
Ryan Motsinger is a financial advisor at Harvest Financial Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co, and LPL Financial. Outside of his advisory role, Motsinger has experience supporting students in higher education financial aid at Regent University. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, with regular client communications and a hybrid service model for clients with varying asset levels.
Based on Harvest Financial Advisors, LLC
Based on Harvest Financial Advisors, LLC
$500,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $20,000,000: 0.60% annually $20,000,000+: 0.50% annually
Account minimum: $500,000 Minimum fee: $5,000 per year minimum fee for accounts below $500,000
8840 Cincinnati Dayton Road
West Chester, OH 45069
Ohio
Harvest Financial Advisors, LLC
2024 - Present (2 years)
Mass Mutual Investors Services
2024 - 2024 (1 year)
MassMutual Life Insurance Co
2024 - 2024 (1 year)
Regent University
2023 - 2024 (1 year)
Integrity Auto Specialist
2022 - 2023 (1 year)
Regent University
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Regent University
2021 - 2024 (3 years)
LPL Financial
2019 - 2021 (2 years)
Pro Rain Irrigation
2016 - 2016 (1 year)
Carrabba's Italian Grill
2016 - 2019 (3 years)
Bowling Green State University
2016 - 2019 (3 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
Mason, OH
UIS Investment Management LLC
Series 66
Milford, OH
Jacobs Wealth Management, LLC
CFP®, Series 63
West Chester, OH
Tishy Financial LLC
Series 63, Series 65
Cincinnati, OH
Seven Hills Capital Advisors
CFA®, Series 65
Cincinnati, OH
Beechwood Capital Management, Inc.
CFA®, Series 63
Cincinnati, OH
Moy Investment Management, LLC
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