Michael Herrmann (CRD# 1567267) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 37 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhlmann Price Securities | Chicago, IL | Jul 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Skokie, IL | Nov 2016 - Jul 2020 | 3 |
| Wells Fargo Advisors LLC | Skokie, IL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- CA
- GA
- IL
- IN
- PA
- WI
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Total Assets Under Management237MILLIONS
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Total Number of Accounts430ACCOUNTS
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Average Account Value$551,483
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ
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