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Member · Financial Harvest Wealth Advisors

Kellen H. Williams

CRD 6626126 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Harvest Wealth Advisors, an SEC-registered wealth manager based in Winter Park, FL with $557 million in regulatory assets, lists Kellen H. Williams on its Form ADV as Member.

Firms and roles

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Kellen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David A. WitterManaging Member & Chief Compliance Officer, Financial Harvest Wealth Advisors
  • Nancy K. WitterManaging Member, Financial Harvest Wealth Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kellen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.