Security First Financial

Security First Financial (CRD# 122408) is a financial advisory firm headquartered in Swartz Creek, MI. They manage $111,468,192 in 1,250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $89,175
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
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.

FL, MI

Financial Advisors at Security First Financial
Showing 1 - 2 of 2 top financial advisors.
1
Mark H. Herhold
CRD#: 4577415
6012 S. Linden Road Suite 10, Suite 10, Swartz Creek, MI 48473
93
Wealthminder
score

Mark Herhold (CRD# 4577415) is an Investment Advisor Representative working at Security First Financial in Swartz Creek, MI and has over 6 years of experience in the finance industry.

2
Robert P. Starr
CRD#: 5898339
6012 S. Linden Road, Swartz Creek, MI 48473
89
Wealthminder
score

Robert Starr (CRD# 5898339) is an Investment Advisor Representative working at Security First Financial in Swartz Creek, MI and has over 3 years of experience in the finance industry.

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