Sterling Herrmann (CRD# 6198260) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Royal Oak, MI and has over 8 years of experience in the finance industry. Sterling Herrmann 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Prime Capital Investment Advisors, LLC | Overland Park, KS | Dec 2022 - Current | 1 |
Portfolio Solutions, LLC | Troy, MI | Nov 2020 - Dec 2022 | 2 |
Bank Of America, N.a. | Grosse Pointe, MI | Sep 2015 - Nov 2020 | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grosse Pointe, MI | Jul 2015 - Nov 2020 | 5 |
Unemployed | Cass City, MI | May 2015 - Jul 2015 | < 1 |
Central Michigan University | Mt. Pleasant, MI | Jun 2010 - May 2015 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills, MI | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CT
- DE
- FL
- MA
- MI
- PA
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
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, VT, WA, WI, WV, WY
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