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Rebecca Marie Hergenroeder

HERGENROEDER FINANCIAL ADVISORS, INC.·TIMONIUM, Maryland
Clean recordHERGENROEDER FINANCIAL ADVISORS, INC.
1954 GREENSPRING DRIVE, TIMONIUM, MD 21093CRD# 2231927Firm CRD# 121278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Marie Hergenroeder · TIMONIUM, MD
Registration
CRD #2231927 · HERGENROEDER FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rebecca Marie Hergenroeder is a registered financial advisor based in TIMONIUM, Maryland, affiliated with HERGENROEDER FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HERGENROEDER FINANCIAL ADVISORS, INC.
HERGENROEDER FINANCIAL ADVISORS, INC.
AUM
$248M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HERGENROEDER FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2231927
Firm CRD# 121278
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Marie Hergenroeder offer?
Rebecca Marie Hergenroeder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TIMONIUM, Maryland for a consultation.
What are Rebecca Marie Hergenroeder's credentials?
Rebecca Marie Hergenroeder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Marie Hergenroeder located?
Rebecca Marie Hergenroeder is based in TIMONIUM, Maryland, working with HERGENROEDER FINANCIAL ADVISORS, INC.. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.
How does Rebecca Marie Hergenroeder charge for services?
Rebecca Marie Hergenroeder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERGENROEDER FINANCIAL ADVISORS, INC.?
HERGENROEDER FINANCIAL ADVISORS, INC. has approximately 7 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERGENROEDER FINANCIAL ADVISORS, INC.

Lisa Ann Hergenroeder
TIMONIUM, MD

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Research
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