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Andrew Hermsen

Hermsen Wealth Management

1200 Centennial Centre Blvd
Suite 300

Hobart, WI 54155

920-496-0123

Invested In You

About Hermsen Wealth Management

Andrew Hermsen is an Accredited Investment Fiduciary (AIF) with his own independent financial planning firm located in Northeast Wisconsin. He listens to you and, based on that information, will create a financial plan and investment allocation to help ensure you reach your goals. As an AIF, Andrew works as a fiduciary for you meaning he does not work on commission and only gives advice with your best interests at heart. In a short initial meeting with him, he will answer any financial questions you have. If you feel he can help you achieve your long-term goals, you can discuss working together.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

2-4

CRD#

4673352

Firm CRD#

2225

Insurance License#

2515118

Name of Broker/Dealer

Geneos Wealth Management

Name of Custodial Firm

TD Ameritrade

States Licensed in

AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MI, MN, MO, NE, NJ, OH, TX, VA, WA, WI

Years of Experience in Financial Services

19

Number of Years with Current Firm

13

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Phone, Email, Your Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 7, Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Variable Life

Firm Information

Assets Managed by Advisor

$314,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$0

Compensation Methods

Based on Assets

Education

Bachelors of Science - Personal Finance

University of Wisconsin - Madison
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Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1881009/financialadvisor-hermsen-wealth-management-detailed-disclosure

Disclaimer

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investment Advisory Services offered through N.E.W. Advisory Services, LLC. A Registered Investment Advisor.