Daniel
Herrema
Woodstock Wealth Management, Inc
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About this Advisor
Daniel Herrema is a financial advisor operating in Stuart, Florida with 5 years of industry experience. Herrema works at Woodstock Wealth Management, Inc. During their career, the advisor has held roles at Woodstock Financial Group, Inc and Woodstock Wealth Management, Inc. Herrema holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and North Carolina. Woodstock Wealth Management, Inc is a financial advisory business based in Woodstock, GA. The firm has offices in 21 locations and a total of 28 advisors. It has $419 million in assets between its 2,239 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 2,239 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. Woodstock Wealth Management, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice depend on which services the firm provides the client. However, fees charged by Woodstock Wealth Management, Inc most likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodstock Wealth Management, Inc Brokerage Details
$418,827,117
28
2,239
$187,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Herrema Work History
Daniel has been registered as a financial advisor for 5 years.*
Woodstock Wealth Management, Inc
Woodstock Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Herrema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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