Bethany
Herr

Capital Cities, LLC

CRD#7400292
Investment Advisor
in Indianapolis, IN

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About this Advisor

Bethany Herr is a financial advisor based out of Indianapolis, Indiana with 2 years of relevant experience. Herr is currently employed by Capital Cities, LLC. Their career trajectory has included roles at Capital Cities, L.L.C, Mid-America Publishing, Volunteer Work and Capital Cities, LLC. Herr maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Indiana. Capital Cities, LLC is a registered investment business that has its headquarters in Indianapolis, IN. The advisory firm offers a set of services, such as pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on which service is offered. However, fees charged by Capital Cities, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

426 East New York Street
Indianapolis, IN 46202-3602

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Capital Cities, LLC Brokerage Details

Total Number of Employees

10

IN Average: 46

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Other

Bethany Herr Work History

Bethany has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Capital Cities, LLC

2021 - 2022 (1 year)

Capital Cities, L.L.C

2017 - 2020 (3 years)

Mid-America Publishing

2012 - 2017 (5 years)

Volunteer Work

*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 Bethany Herr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Cities, LLC

Bethany Herr
Indianapolis, IN
John Williams
Indianapolis, IN
Gene Krinn
Indianapolis, IN

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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