William Charles Herr
Investment adviser representative at Rothschild Financial Partners, LLC
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm 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
36 years in the industry.
- Rothschild Financial Partners, LLCAug 2026 to now
- Infinite Alpha Advisors, LLCMar 2008 to now
- William Herr and AssociatesAug 1990 to now
- Trader Wealth Management, LLCOct 2008 to Aug 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rothschild Financial Partners, LLC
$0Assets managed
0Clients
6Advisers
Under 1 yearIn 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
- 2447542
- Firm CRD
- 342696