Classic Financial & Investment Services, Inc.

Classic Financial & Investment Services, Inc. (CRD# 127666) is a financial advisory firm headquartered in , . They manage $56,307,792 in 166 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $339,204
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
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 Herman, financial advisor Niwot CO
John C. Herman
CRD#: 2621073
Niwot, CO

John Herman (CRD# 2621073) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has over 28 years of experience in the finance industry.

2
Lyla Herman, financial advisor Niwot CO
Lyla C. Herman
CRD#: 5151855
Niwot, CO

Lyla Herman (CRD# 5151855) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has over 18 years of experience in the finance industry.

3
Daniel Herman, financial advisor Niwot CO
Daniel L. Herman
CRD#: 7476180
Niwot, CO

Daniel Herman (CRD# 7476180) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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