Herbert Edward Modglin
Investment adviser representative at Five Talents Financial Management Group LLC
11 yearsExperience
2 statesRegistered in
$256MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Five Talents Financial Management Group LLCAug 2020 to now
- LPL Financial, LLCOct 2015 to now
- Visionpoint Advisory Group, LLCOct 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Five Talents Financial Management Group LLC
$256MAssets managed
1,039Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2147334
- Firm CRD
- 307987