Tim Newell

Tim Newell

Harvest Investment Services

Tim J. Newell is a Certified Financial Planner (CFP®), Certified Estate Planner (CEP®) and Accredited Investment Fiduciary (AIF®).

He began his career in the financial services business in 1981. Not long after starting his career he became a partner in running a small regional securities broker dealer until 1989, when it was sold to a larger firm. A principal of ProEquities, Inc, Tim runs an office of supervisory jurisdiction in Illinois where he manages, trains and mentors three dozen registered representatives. He is also an Investment Advisor Representative with Harvest Investment Services, LLC and runs a successful financial planning practice. 

Tim works as an independent consultant, which enables him to create customized, diversified investment portfolios for his clients’ specific goals and needs. He works extensively to help explore the legacy his clients wish to leave behind and then helps them build a customized plan with strategies to accomplish these life goals.