Lisa Ann Hergenroeder
Investment adviser representative at Hergenroeder Financial Advisors, Inc.
23 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$304.5MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Hergenroeder Financial Advisors, Inc.Feb 2003 to now
- LPL Financial LLCJan 2003 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hergenroeder Financial Advisors, Inc.
$304.5MAssets managed
421Clients
4Advisers
11 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
- 2390965
- Firm CRD
- 121278