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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-12-2007
- Office Locations
- 1
Office Locations
About Hepner Financial Services, LLC
Hepner Financial Services, LLC is a retail advisory practice in Odenton, MD affiliated with Ameriprise. It provides one-to-one financial planning and portfolio construction, including retirement, estate and tax planning and insurance solutions for retirees, business owners and entrepreneurs. Portfolios skew ETF-centric with a meaningful investment-grade corporate bond sleeve, supported by Ameriprise digital tools and regular review meetings.
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Owner & Executives
MICHAEL PAUL HEPNER
Advisor, Chief Compliance Officer
- CRD
- #2303837
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,657,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,657,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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