Classic Financial & Investment Services, Inc.

Classic Financial & Investment Services, Inc. (CRD# 127666) is a financial advisory firm headquartered in , . They manage $17,466,186 in 72 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $242,586
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, CO, TX

Financial Advisors at Classic Financial & Investment Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John C. Herman
CRD#: 2621073
Boulder, CO
96
Wealthminder
score

John Herman (CRD# 2621073) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Boulder, CO and has over 21 years of experience in the finance industry. John Herman 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.

2
Lyla C. Herman
CRD#: 5151855
Boulder, CO
93
Wealthminder
score

Lyla Herman (CRD# 5151855) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Boulder, CO and has over 10 years of experience in the finance industry.

3
Eric S. Weiss
CRD#: 5156073
Boulder, CO
87
Wealthminder
score

Eric Weiss (CRD# 5156073) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Boulder, CO and has 1 year of experience in the finance industry.

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