Mark Douglas Herman
Investment adviser representative at Acorn Financial Advisory Services, Inc.
21 yearsExperience
2 statesRegistered in
$1.4BFirm assets
20 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
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Acorn Financial Advisory Services, Inc.Mar 2019 to now
- Mutual Advisors/dch WeathJan 2018 to Mar 2019
- Platinum Wealth Partners/dch WealthApr 2017 to Dec 2017
- N/aJan 2016 to Apr 2017
- Knight Equity Markets, L.P.Jul 2006 to May 2017
- Direct Trading Institutional, L.P.Jun 2005 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, VA).
Acorn Financial Advisory Services, Inc.
$1.4BAssets managed
2,619Clients
18Advisers
20 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
- 2762128
- Firm CRD
- 116763