Michael Hepner, financial advisor Odenton MD

Michael Hepner

CRD Number: 2303837
Current Firm: Hepner Financial Services, LLC

Michael Hepner (CRD# 2303837) is an Investment Advisor Representative working at Hepner Financial Services, LLC in Odenton, MD and has over 26 years of experience in the finance industry. Michael Hepner 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
Hepner Financial Services,llc Odenton, MD Apr 2020 - Current 3
Michael Hepner. Cpa Odenton, MD Apr 2020 - Current 3
Hepner Financial Services, LLC Sykesville, MD May 2007 - Apr 2020 12
Michael Hepner, Cpa Sykesville, MD Jan 1997 - Apr 2020 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
Contact Info for Michael P. Hepner
Phone Number: 410-442-0271
Registered State(s):
  • MD
Current Firm Details
Hepner Financial Services, LLC
Firm's CRD Number: 144045
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $178,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD

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