Lee Hertzfeldt, financial advisor Black River Falls WI

Lee Hertzfeldt

CRD Number: 7129294
Current Firm: Equitable Advisors, LLC

Lee Hertzfeldt (CRD# 7129294) is an Investment Advisor Representative working at Equitable Advisors, LLC in Black River Falls, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Oct 2019 - Current 3
Anderson Financial Black River Falls, WI Jun 2019 - Current 3
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
Contact Info for Lee A. Hertzfeldt
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    24,117
    MILLIONS
  • Total Number of Accounts
    74,518
    ACCOUNTS
  • Average Account Value
    $323,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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