Security First Financial

Security First Financial (CRD# 122408) is a financial advisory firm headquartered in Swartz Creek, MI. They manage $238,441,339 in 1,394 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
6012 S. Linden Road, Suite 10, Swartz Creek, MI 48473
https://www.youtube.com
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    1,394
    ACCOUNTS
  • Average Account Value
    $171,048
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
The map below shows states where this firm has explicit registration only.

FL, IN, MI, OH, TN, TX

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

Mark Herhold (CRD# 4577415) is an Investment Advisor Representative working at Security First Financial in Swartz Creek, MI and has over 13 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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