Hergenroeder Financial Advisors, Inc.

Hergenroeder Financial Advisors, Inc. (CRD# 121278) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $155,255,000 in 552 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $281,259
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

DE, FL, GA, MD, NC, NH, PA, SC, TX, VA, WV

Financial Advisors at Hergenroeder Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald F. Burke
CRD#: 4583535
1954 Greenspring Drive, Suite 230, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Donald Burke (CRD# 4583535) is an Investment Advisor Representative working at Hergenroeder Financial Advisors, Inc. in Lutherville-Timonium, MD and has over 13 years of experience in the finance industry.

2
Lisa A. Hergenroeder
CRD#: 2390965
1954 Greenspring Drive, Suite 230, Lutherville-Timonium, MD 21093
86
Wealthminder
score

Lisa Hergenroeder (CRD# 2390965) is an Investment Advisor Representative working at Hergenroeder Financial Advisors, Inc. in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry. Lisa Hergenroeder 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.

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