Herbert Huesman (CRD# 1244633) is an Investment Advisor Representative working at Family Wealth Advisory Group, LLC in Fairfield, OH and has over 27 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Wealth Advisory Group, LLC | Cincinnati, OH | Aug 2007 - Current | 16 |
| Herbert S. Huesman & Associates Inc. | Cincinnati, OH | Jan 1985 - Current | 39 |
| John J & Thomas R Schiff & Co Inc. | Cincinnati, OH | Jul 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- OH
-
Total Assets Under Management274MILLIONS
-
Total Number of Accounts732ACCOUNTS
-
Average Account Value$374,166
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IN, KY, LA, OH
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