Albert Herzog, financial advisor Brighton MI
96 score

Albert Herzog

CRD Number: 1187236
Current Firm: Executive Wealth Management, LLC

Albert Herzog (CRD# 1187236) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 29 years of experience in the finance industry. Albert Herzog has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Client Services LLC Louisville, KY Jun 2017 - Current < 1
401(k) Gps, LLC Brighton, MI Dec 2012 - Current 5
401(k) Gps, Inc. Brighton, MI Aug 2009 - Current 8
Executive Wealth Management Brighton, MI Jan 2006 - Current 12
Executive Financial Planning Brighton, MI Dec 1985 - Current 32
Invest Financial Corp. Tampa, FL Apr 2009 - Jun 2017 8
Royal Alliance Associates, Inc. Brighton, MI Jun 1991 - Apr 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
Contact Info for Albert P. Herzog
Phone Number: 810-229-6446
Registered State(s):
  • IL
  • TX
  • WA
  • MI
By the Numbers
  • Total Assets Under Management
    678
    MILLIONS
  • Total Number of Accounts
    4,731
    ACCOUNTS
  • Average Account Value
    $143,272
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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