HERGENROEDER FINANCIAL ADVISORS, INC.
CRD #121278 SEC #801-80882 TIMONIUM, MD 410-769-8262
SEC Registered
Total AUM
$282.7M
Discretionary
$282.7M
Employees
7
Clients
51
Accounts
648
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, REBECCA, MARIE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
| HERGENROEDER, LISA, ANN | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (13)
AZ DE FL GA LA MD NC NH PA SC TX VA WV
Address
1954 GREENSPRING DRIVESUITE 230
TIMONIUM, MD 21093
United States
Phone: 410-769-8262