Kelly HermanCRD Number: 6071788
Current Firm: T. Rowe Price Advisory Services, Inc.
Kelly Herman (CRD# 6071788) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|T. Rowe Price||Colorado Springs, CO||Jun 2011 - Current||6|
|Palmer Ridge High School||Monument, CO||Jun 2010 - Jun 2011||1|
|Quality Suites||San Luis Obispo, CA||Jun 2010 - Aug 2010||< 1|
|Lewis-palmer High School||Monument, CO||Jun 2009 - Jun 2010||1|
|Lewis-palmer School District||Monument, CO||Oct 2008 - Jun 2009||< 1|
|Quality Suites||San Luis Obispo, CA||Jun 2008 - Aug 2008||< 1|
|Stanislaus County Office Of Education||Modesto, CA||Jun 2007 - Jun 2008||1|
|Quality Suites||San Luis Obispo, CA||Jun 2007 - Aug 2007||< 1|
|California State University, Stanislaus||Turlock, CA||Sep 2006 - Jun 2007||< 1|
|Perko's Cafe||Turlock, CA||Sep 2006 - Nov 2006||< 1|
|Quality Suites||San Luis Obispo, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.