HARRIS FINANCIAL SERVICES, INC.

HARRIS FINANCIAL SERVICES, INC. of OSHKOSH, WI is an SEC-registered investment adviser (CRD 113275). Regulatory assets under management: $43.0M.

Registration

• CRD: 113275
• Type: Registered investment adviser
• Location: 382 S. KOELLER STREET, OSHKOSH, WI, 54902
• Phone: 920-236-6598
• Latest filing: 2026-03-24
• Regulatory AUM: $43.0M
• Discretionary AUM: $43.0M
• Clients: 2
• Accounts: 54

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search