This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Value summit
- Established Date
- 06-29-1999
- Office Locations
- 1
Office Locations
About Hergenroeder Financial Advisors, Inc.
Hergenroeder Financial Advisors is an independent, goals-based wealth management firm providing hands-on investment management and comprehensive financial planning for retail clients. The team emphasizes proactive recommendations and plain-language guidance across life events, using diversified portfolios that may include ETFs, mutual funds, and fixed income. Operates on the LPL Financial platform.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
REBECCA MARIE HERGENROEDER
Chief Compliance Officer, President
- CRD
- #2231927
- Ownership
- 50% but less than 75%
LISA ANN HERGENROEDER
Principal, VICE PRESIDENT
- CRD
- #2390965
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Kenneth Lloyd McQuay
--
- CRD
- #7606492
JON THOMAS ALAN SNYDER
--
- CRD
- #6588517
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,505,678 | $487,990 |
| Non-Discretionary | $0 | -- |
| Total | $304,505,678 | $487,990 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $304,505,678
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $900,309,734 | 14.6% |
| Equity - Exchange | $1,917,783,063 | 31.1% |
| Cash | $2,478,935,021 | 40.2% |
| U.S. Government/Agency | $869,477,209 | 14.1% |
| Total | $6,166,505,027 | 100.0% |