Maxton
Herbkersman

Greenspring Advisors, LLC

CRD#7343745
Investment Advisor
in Towson, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Maxton Herbkersman is a financial advisor who works out of Towson, Maryland. Herbkersman currently works for Greenspring Advisors, LLC. Herbkersman has gained experience at University Of Maryland, Pepsico, Greenspring Advisors LLC and Greenspring Advisors, LLC. Herbkersman has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Maryland. Greenspring Advisors, LLC is an advisory company that has its headquarters in Towson, MD. The investment advisory business has offices in two locations and a total of 39 employees. It administers $6 billion in assets across its 4,807 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 4,807 accounts, 44% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically depend on the type of financial services offered. However, fee types billed by Greenspring Advisors, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One West Pennsylvania Avenue Suite 500
Towson, MD 21204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Greenspring Advisors, LLC Brokerage Details

Total Assets Under Management

$6,000,116,360

MD Average: $6,889,882,315
Total Number of Employees

39

MD Average: 45
Total Number of Accounts

4,807

MD Average: 765
Average Account Size

$1,248,204

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Maxton Herbkersman Work History

Maxton has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Greenspring Advisors LLC

2022 - Present (2 years)

Greenspring Advisors, LLC

2022 - 2022 (< 1 year)

Pepsico

2012 - 2022 (10 years)

University Of Maryland

*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 Maxton Herbkersman 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 Greenspring Advisors, LLC

Zachary Hubbard
Towson, MD
Jeremy Stack
Towson, MD
Aaron Bayne
Towson, MD
Anthony Knight
Towson, MD
Spencer Blair
Towson, MD
Maxton Herbkersman
Towson, MD
Kristina Groff
Towson, MD
Ryan Stark
Towson, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started