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Mark Howard Herhold

SECURITY FIRST FINANCIAL INC.·SWARTZ CREEK, Michigan
Clean recordSECURITY FIRST FINANCIAL INC.
6012 S. LINDEN ROAD, SWARTZ CREEK, MI 48473CRD# 4577415Firm CRD# 122408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Howard Herhold · SWARTZ CREEK, MI
Registration
CRD #4577415 · SECURITY FIRST FINANCIAL INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Howard Herhold is a registered financial advisor based in SWARTZ CREEK, Michigan, affiliated with SECURITY FIRST FINANCIAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SECURITY FIRST FINANCIAL INC.
SECURITY FIRST FINANCIAL
AUM
$238M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SECURITY FIRST FINANCIAL INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4577415
Firm CRD# 122408
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Howard Herhold offer?
Mark Howard Herhold specializes in Investment Management, Fee-Only Advisory. Contact their office in SWARTZ CREEK, Michigan for a consultation.
What are Mark Howard Herhold's credentials?
Mark Howard Herhold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Howard Herhold located?
Mark Howard Herhold is based in SWARTZ CREEK, Michigan, working with SECURITY FIRST FINANCIAL INC.. Their office serves clients in the SWARTZ CREEK metropolitan area and surrounding communities.
How does Mark Howard Herhold charge for services?
Mark Howard Herhold's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURITY FIRST FINANCIAL INC.?
SECURITY FIRST FINANCIAL INC. has approximately 1 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SECURITY FIRST FINANCIAL INC.

Eleanor Marie Herhold
SWARTZ CREEK, MI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
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City Guides
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Research
Advisor Fees in MichiganNational Fee Analysis
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