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Andrew Hermsen, AIF
Hermsen Wealth Management

Tel: 920-496-0123
1200 Centennial Centre Blvd
Suite 300
Hobart, WI 54155
Hermsen Wealth Management | Financial Advisor in Hobart ,WI

Invested In You


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.


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.

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General Information

Firm Start Year:   2008
No.of Employees:   2-4
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
Number of Years with Current Firm:   8
Work with the following types of clients:   Individual Investors, Businesses

Services

Investment Types:   Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Our Office, Via Email

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Life, Variable Annuity

Firm Information

Assets Managed by Advisor:   $212,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Based on Assets

Board Positions

Organization:  Oneida Golf & Country Club  Green Bay, WI
Position :  Board Member
Duration :  May 2014-Currently holding

Education

Bachelors of Science - Personal Finance  University of Wisconsin - Madison - Madison, WI
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Faqs

Do you have a customer satisfaction or refund policy?

No. We have never had a complaint so we don't see a reason to implement any new policy.

Why should I choose you as my financial advisor?

I have obtained my Series 6,63,7 & 65 licenses along with my life insurance license. I have a spotless record with no client complaints.

What are your qualifications? What is your education background?

"A Goal Without A Plan Is Just A Dream" - Antoine de Saint-Exupery French writer (1900 - 1944). I feel that those who make a financial plan are much more likely to achieve their goals than those who "wing it".

How do you charge for your services?

I do investment advisory services, financial planning services, term life insurance advice, and portfolio reviews.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Yes.

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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.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 3:00 PM

Communities Served

Abrams Appleton
Bonduel Cecil
De Pere Denmark
Green Bay Greenleaf
Kaukauna Little Chute
Little Suamico Luxemburg
Oconto Falls Pulaski
Seymour Shiocton
Sobieski Suamico
Wrightstown Hobart
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