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Mark Howard Herhold

SECURITY FIRST FINANCIAL INC.·SWARTZ CREEK, Michigan
Series 65Clean record15 years registeredSECURITY 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. · 15 years registered
Brand Profile
Not yet started
01

Career History

SECURITY FIRST FINANCIAL
Sep 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 14, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SECURITY FIRST FINANCIAL INC.
CRD 122408 · SEC 801-79680
AUM
$238M
Regulatory assets under management
Employees
1
1,394 client accounts
Services offered by SECURITY FIRST FINANCIAL INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SECURITY FIRST FINANCIAL INC. →
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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
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Research
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