Hepner Financial Services, LLC
Hepner Financial Services, LLC (CRD# 144045) is a financial advisory firm headquartered in , . They manage $31,306,733 in 247 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management31MILLION
Total Number of Accounts247ACCOUNTS
Average Account Value$126,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Hepner (CRD# 2303837) is an Investment Advisor Representative working at Hepner Financial Services, LLC in Sykesville, MD and has over 21 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.