wiseradvisor

Andrew Hermsen
Hermsen Wealth Management

Tel: (920) 496-0123
1200 Centennial Centre Blvd
Suite 300
Hobart, WI 54155

Invested In You

Hermsen Wealth Management | Financial Advisor in Hobart ,WI

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.


General Information

Firm Start Year:   2008
No.of Employees:   2-4
Insurance License#:   2515118
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
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Via email


Qualifications & Memberships

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


Firm Information

Assets Managed by Advisor:   $212,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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


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.
  • What are your qualifications? What is your education background? 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 is your approach to financial planning? "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".
  • What services do you offer? I do investment advisory services, financial planning services, term life insurance advice, and portfolio reviews.
  • Will you be the only person working with me? 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.

Andrew Hermsen

Andrew Hermsen

AIF

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.

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