Brian Smith
Founder & Managing Partner at Harvest Financial Planning, LLC. | Schererville, Indiana, United States
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Brian L. Smith is the Founder and Managing Partner of Harvest Financial Planning, LLC, where he leverages his extensive expertise in strategic financial planning to empower individuals and businesses to achieve their financial goals. With a strong foundation in management and sales, Brian has cultivated a reputation for delivering personalized investment advice that aligns with his clients' unique needs. His role as an Investment Advisor Representative with Private Advisor Group, coupled with his registration as a Registered Representative with LPL Financial, allows him to offer a comprehensive suite of financial services, including securities, fixed annuities, and budget management strategies.
At Harvest Financial Planning, Brian is currently spearheading several key projects aimed at enhancing client engagement and education. One of his notable initiatives involves developing tailored financial literacy workshops that focus on investment fundamentals and retirement planning. These workshops not only empower clients with the knowledge they need to make informed decisions but also foster a sense of community among participants.
Brian’s entrepreneurial spirit drives him to continuously seek innovative solutions for small businesses, helping them navigate the complexities of financial management and investment strategies. His public speaking engagements further amplify his commitment to financial education, as he shares insights on effective fundraising techniques and the importance of strategic financial planning. With securities registrations in Indiana and Illinois, and holding Series 7 and 63 licenses, Brian is well-equipped to guide clients through the intricacies of the financial landscape, ensuring they are well-prepared for a secure financial future.
Founder & Managing Partner at Harvest Financial Planning, LLC. in June 1997 to Present
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Management
Sales
Leadership
Budget Management
Strategic Financial Planning
Securities
Entrepreneurship
New Business Development
Small Business
Fixed Annuities
Operations Management
Portfolio Management
Public Speaking
Fundraising
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Discover more about Harvest Financial Planning, LLC.What is Brian Smith email address?
Email Brian Smith at [email protected]. This email is the most updated Brian Smith email found in 2026.
What is Brian Smith phone number?
Brian Smith phone number is +12197895770 and +17279020275.
How to contact Brian Smith?
To contact Brian Smith send an email to [email protected]. If you want to call Brian Smith try calling on +12197895770 and +17279020275. (updated on October 30, 2024)
What is Brian Smith net worth?
Brian Smith has an estimated net worth of $375,000 to $499,999
What company does Brian Smith work for?
Brian Smith works for Harvest Financial Planning, LLC.
What is Brian Smith's role at Harvest Financial Planning, LLC.?
Brian Smith is Founder & Managing Partner
What industry does Brian Smith work in?
Brian Smith works in the Financial Services industry.
Brian Smith Email Addresses
Brian Smith Phone Numbers
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