Ivy Emerick has been an investment adviser representative at Harvest Investment Services since June 2023, and is not listed among the firm’s executive officers or direct owners.
Harvest Investment Services, LLC is an Oakbrook Terrace, IL firm with $758M under management, 1,508 clients and 28 advisers across 13 offices, as of its May 2026 filing.
Ivy Emerick’s longest registration was 14 years at Comprehensive Financial Planning Services Corp. (2003–2017). Before joining Harvest Investment Services in 2023, Ivy Emerick was registered through Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp.
- – present · 3 yearsWestfield, IN · Adviser representative · Firm CRD 159390
- Wealth Advisory Solutions, LLC– · 5 yearsIndianapolis, IN · Adviser representative · Firm CRD 288903
- Comprehensive Financial Planning Services Corp.– · 14 yearsZionsville, IN · Adviser representative · Firm CRD 122537
- Comprehensive Financial Planning Services Corp.– · 4 yearsZionsville, IN · Adviser representative · Firm CRD 122537
Investment adviser representative registrations
Ivy Emerick is registered as an investment adviser representative in Indiana, since June 2023.
- IndianaSince 30 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 16 July 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 November 1984 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ivy M Emerick
- CRD
- 1315322
- Firm
- Harvest Investment Services · CRD 159390
- Office
- Westfield, IN
- Registration
- Investment adviser registration
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Ivy Emerick work?
Ivy Emerick is an investment adviser representative registered through Harvest Investment Services, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ivy Emerick a financial advisor?
Yes. Ivy Emerick has a current investment-adviser registration in Indiana, through Harvest Investment Services since June 2023.
How many years of experience does Ivy Emerick have?
Ivy Emerick has 27 years in the financial industry, since March 1999, across 3 adviser firms.
What exams has Ivy Emerick passed?
Ivy Emerick has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in November 1984.
Where did Ivy Emerick work before Harvest Investment Services?
Before Harvest Investment Services, Ivy Emerick was registered through Wealth Advisory Solutions, LLC, February 2018 to June 2023; Comprehensive Financial Planning Services Corp., March 2003 to December 2017; Comprehensive Financial Planning Services Corp., December 1998 to December 2002.
Where is Ivy Emerick based?
Ivy Emerick’s registered office is in Westfield, IN.
Is Ivy Emerick registered with FINRA?
No. Ivy Emerick has no current broker registration.
How can I verify Ivy Emerick’s record?
Search CRD 1315322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ivy Emerick’s full registration record.
