Lee Hertzfeldt (CRD# 7129294) is an Investment Advisor Representative working at Equitable Advisors, LLC in Black River Falls, WI and has over 4 years of experience in the finance industry.
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
CRD# 5625965
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Oct 2019 - Current | 4 |
| Anderson Financial | Black River Falls, WI | Jun 2019 - Current | 4 |
| Axa Advisors, LLC | New York, NY | Oct 2019 - Jun 2020 | < 1 |
| Altra Federal Credit Union | La Crescent, MN | Jan 2018 - May 2019 | 1 |
| Uw-la Crosse | La Crosse, WI | May 2015 - May 2019 | 4 |
| Child Youth And School Services | Fort Mccoy, WI | Feb 2016 - Mar 2019 | 3 |
| The Childrens Place | La Crosse, WI | Sep 2015 - Jan 2018 | 2 |
| Ymca | La Crosse, WI | Jan 2017 - Dec 2017 | < 1 |
| Kmart | La Crosse, WI | Jun 2017 - Aug 2017 | < 1 |
| Mc Sports | Onalaska, WI | Feb 2017 - May 2017 | < 1 |
| Justice | La Crosse, WI | Sep 2014 - May 2015 | < 1 |
| Melrose Mindoro High School | Melrose, WI | May 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- AZ
- FL
- MN
- SD
- WI
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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