Harvest Point Wealth Management
We help clients align their values with their objectives by providing each client with an individually-tailored, custom plan for the future. Whether it’s planning for a successful retirement, strategically saving for their children's college, or faithfully stewarding their wealth to create a legacy—we are here to serve as a partner alongside our clients as they plan for and reach each Harvest Point® with clarity and confidence. What’s your next Harvest Point® and how can we help you get there? Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
9
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
27
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
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Greg Opsal
Partner at Harvest Point Wealth Management Financial Advisor at Lpl Financial · Finance & Accounting
EmailPhone - JO
Jacob Olson
Wealth Advisor · Finance & Accounting
EmailPhone - CJ
Cameron Jensen
Client Service Specialist · Customer/Client Service
EmailPhone - LN
Laura Nilius
Financial Advisor · Finance & Accounting
EmailPhone - LD
Lucas Den Herder
Client Service Specialist · Customer/Client Service
EmailPhone - TF
Timothy Fitzgerald
Financial Advisor · Finance & Accounting
EmailPhone - LW
Lauren Wegmann
Marketing and Client Care Specialist · Other
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Harvest Point Wealth Management
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 2client service specialist
- 2marketing and client care specialist
- 1partner at harvest point wealth management financial advisor at lpl financial
- 1wealth advisor
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