Lisa
Hergenroeder
Hergenroeder Financial Advisors, Inc
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About this Advisor
Lisa Hergenroeder is a certified financial planner and chartered financial consultant based out of Lutherville Timonium, Maryland who has 20 years of industry experience. Hergenroeder is on the advisory team at Hergenroeder Financial Advisors, Inc. Over the course of their career, they have held roles at Hergenroeder Financial Advisors, Inc and Lpl Financial LLC. Hergenroeder maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Hergenroeder Financial Advisors, Inc is an advisory company based in Lutherville Timonium, MD. It manages $230 million in total assets across its 651 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 651 accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types charged by Hergenroeder Financial Advisors, Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hergenroeder Financial Advisors, Inc Brokerage Details
$229,479,010
7
651
$352,502
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
Lisa Hergenroeder Work History
Lisa has been registered as a financial advisor for 20 years.*
Hergenroeder Financial Advisors, Inc
Lpl Financial LLC
*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 Lisa Hergenroeder 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 Hergenroeder Financial Advisors, Inc
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
