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Rebecca Marie Hergenroeder

HERGENROEDER FINANCIAL ADVISORS, INC.·TIMONIUM, Maryland
SIE, Series 7, Series 24, Series 63, Series 65CFPChFCClean record28 years registeredHERGENROEDER 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. · 28 years registered
Brand Profile
Not yet started
01

Career History

HERGENROEDER FINANCIAL ADVISORS, INC.
Jun 1999 – present
LPL FINANCIAL LLC
Aug 1998 – Oct 2020
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 7, 1998
Years registered · 28
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278 · SEC 801-80882
AUM
$248M
Regulatory assets under management
Employees
7
658 client accounts
Services offered by HERGENROEDER FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HERGENROEDER FINANCIAL ADVISORS, INC. →
Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFPChFC

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