Hergenroeder Financial Advisors, Inc.
Hergenroeder Financial Advisors, Inc. (CRD# 121278) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $149,200,000 in 530 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management149MILLION
Total Number of Accounts530ACCOUNTS
Average Account Value$281,509
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
DE, FL, GA, MD, NC, NH, PA, TX, VA, WV
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.