Featured Business Financial Advisor in Green Bay, WI
Green Bay Financial Advisors
Hermsen Wealth Management
1200 Centennial Centre Blvd, Suite 300
Green Bay, WI 54155
(920) 496-0123
“Invested In You”
Advisor Profile
Andrew Hermsen
Name:  Andrew Hermsen
Phone Number:  (920) 496-0123
Website:  Visit Website
Disclaimer
Securities and advisory services offered through SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor. SII and Hermsen Wealth Management are separate companies.

About Hermsen Wealth Management

Andrew Hermsen is an Accredited Investment Fiduciary (AIF) with
his own independent financial planning firm located in Northeast
Wisconsin. He listens to you and, based on that information,
will create a financial plan and investment allocation to help
ensure you reach your goals. As an AIF, Andrew works as a
fiduciary for you meaning he does not work on commission and
only gives advice with your best interests at heart. In a short
initial meeting with him, he will answer any financial questions
you have. If you feel he can help you achieve your long-term
goals, you can discuss working together.
 

General Information

CRD#:    4673352
Firm CRD#:    2225
Insurance License#:    2515118
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MI, MN,
MO, NE, NJ, OH, TX, VA, WA, WI
States Willing to do Business in:    Abrams,Appleton,Bonduel,Cecil,De Pere,Denmark,Green Bay,Greenleaf,Kaukauna,Little Chute,Little Suamico,Luxemburg,Oconto Falls,Pulaski,Seymour,Shiocton,Sobieski,Suamico,Wrightstown, Hobart
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    8
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 63, Series 65, Series 7, Series 6
Insurance and Annuity Licenses:    Annuity, Life, Variable Annuity, Variable Life
 

Firm Information

Assets Managed by Firm:    158000000
Assets Managed by Advisor:    158000000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Based on Assets
Additional Details on Charges:    Our fee is anywhere from .25% to 1% depending on
assets under management
 
 
 
Prepared By: Andrew Hermsen

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