Andrew Hermsen

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About Andrew Hermsen

Andrew is an independent adviser who specializes in helping people who are already retired or close to retiring. He listens to your needs and creates a plan to help ensure your financial goals are accomplished.

Mr. Hermsen only gives advice that is in your best interest and he does not receive commissions to avoid that conflict of interest.

Andrew will create an investment portfolio based on the amount of risk you are comfortable taking and use low-cost investments to help you achieve the best investment return possible.

An initial meeting with Andrew is free or charge and without obligation. He is confident that you will find the meeting worthwhile of your time and reassuring that you have found someone you can trust.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

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

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

AIF^®

Securities Licenses

Series 65, Series 6, Series 7, Series 63

Insurance and Annuity Licenses

Life, Variable Annuity, Variable Life, Annuity

Firm Information

Total Assets Under Management by Advisor

$363,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Based on Assets

Education

Bachelors of Science - Personal Finance

University of Wisconsin - Madison
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Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1881009/paladinregistry-Hermsen-Wealth-Management-detailed-disclosure.html

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.

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Paladin Research Report For:

Hermsen Wealth Management