Hepner Financial Services, LLC

Hepner Financial Services, LLC (CRD# 144045) is a financial advisory firm headquartered in , . They manage $32,010,490 in 179 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Hepner Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Hepner, financial advisor Odenton MD
Michael P. Hepner
CRD#: 2303837
Odenton, MD

Michael Hepner (CRD# 2303837) is an Investment Advisor Representative working at Hepner Financial Services, LLC in Odenton, MD and has over 27 years 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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