Seth Harjes
Advisor at Merrill
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.
Advisor at Merrill
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
Merrill
Location
West Des Moines, IA 50266
Credentials
Series 63, Series 65
Industry experience
8 years
Seth Harjes is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and business owners achieve financial clarity and long-term security. Based in Iowa, he focuses on understanding each client’s full financial picture to create personalized and flexible wealth management strategies. His approach integrates investment insights from Merrill and banking and lending solutions from Bank of America.
Seth’s expertise covers a broad range of areas including divorce transition planning, employee benefits planning, family wealth management, retirement income, tax minimization, and planning for defined benefit and contribution plans. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Seth earned his Bachelor's Degree from Grand View University.
Outside of his professional work, Seth enjoys activities such as billiards, camping, chess, cooking, fishing, gardening, hiking, hunting, pickleball, and spending time with his family. His personal philosophy centers on delivering financial clarity so clients can focus on enjoying life rather than managing money.
Bank of America N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2024 - Present (2 years)
Principal Securities
2017 - 2024 (7 years)
Principal LIfe Insurance
2017 - 2024 (7 years)
Wells Fargo Bank N/A
2015 - 2017 (2 years)
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