Harfst and Associates, Inc.

Overview

Harfst and Associates, Inc. is an SEC registered investment adviser based in Sheridan, WY, registered since 2010. It reports $783M in assets under management across 1,539 accounts, with 8 employees. It has 3 investment adviser representatives.

Reported AUM

$783M

Discretionary

100%

Accounts

1,539

Average account

$509K

Employees

8

Advisory reps

3

Registered since

2010

Jurisdictions

15

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Robby Dean Harfst President, Chief Compliance Officer CRD 2319056
• Danette Josephine Harfst Chief Operating Officer CRD 6026186

Advisory reps 3 of 3

• Danette Josephine Harfst Investment Adviser Rep CRD 6026186
• Robby D Harfst Insurance Agent · Investment Adviser Rep CRD 2319056
• Michelle M Stallsworth Investment Adviser Rep CRD 7212388

Location

Headquarters

1949 Sugarland Dr Ste 220
Sheridan, WY 82801

County

Sheridan

Metro area

Sheridan, WY

Region

West

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: harfstandassociates.com

Every state, with registration dates

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