Bennett, Herman & Geertsen, LLC

Bennett, Herman & Geertsen, LLC (CRD# 156049) is a financial advisory firm headquartered in Clackamas, OR. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Bennett, Herman & Geertsen, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert L. Wheeler
CRD#: 2510064
8800 Se Sunnyside Rd., Ste 212n, Clackamas, OR 97015
96
Wealthminder
score

Robert Wheeler (CRD# 2510064) is an Investment Advisor Representative working at Bennett, Herman & Geertsen, LLC in Clackamas, OR and has over 22 years of experience in the finance industry.

2
Michael F. Geertsen
CRD#: 4397170
8800 Se Sunnyside Rd., Ste 212n, Clackamas, OR 97015
93
Wealthminder
score

Michael Geertsen (CRD# 4397170) is an Investment Advisor Representative working at Bennett, Herman & Geertsen, LLC in Clackamas, OR and has over 14 years of experience in the finance industry.

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