Advisor at Harvest investment Services, 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 investment Services, LLC
Location
Oakbrook Terrace, IL 60181-4285
Credentials
Series 63, Series 65
Industry experience
38 years
Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.
Based on Harvest investment Services, LLC
Based on Harvest investment Services, LLC
Fixed fees for financial planning up to $10,000 or more; Estate planning fees from $1,250 to $2,500 per engagement
$0 - $49,999: 2.80% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,000 - $999,999: 2.00% $1,000,000 - $1,499,999: 1.75% $1,500,000 - $1,999,999: 1.75% $2,000,000 - $9,999,999: 1.50% $10,000,000+: negotiable
Insurance commissions earned by some representatives, separate and in addition to advisory fees
Hourly financial planning and consulting fees up to $500/hour
Account minimum: $25,000 Minimum fee: $25 quarterly Reporting Fee for accounts below $50,000 Fee-only: Hourly fees up to $500/hour; Fixed fees up to $10,000 or more; financial planning software annual fee up to $500; Estate planning fees $1,250 to $2,500 per engagement
1 Transam Plaza Drive, Suite 230
Oakbrook Terrace, IL 60181-4285
Indiana · Texas
Harvest Investment Services
2014 - Present (12 years)
ProEquities, Inc.
1997 - 2017 (20 years)
TMG Life
1995 - Present (31 years)
American Life and Casualty Ins. Co.
1987 - Present (39 years)
National Heritage Life Ins. Co.
1987 - Present (39 years)
American Investors Life Ins. Co.
1984 - Present (42 years)
First Penn-Pacific Ins. Co.
1983 - Present (43 years)
Guarantee Security Life Ins. Co.
1983 - Present (43 years)
Shankland and Associates
1981 - Present (45 years)
Continental Western Life Ins. Co.
1981 - Present (45 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
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.
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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