Tad Alan Herrington
Investment adviser representative at Pds Planning Inc
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Pds Planning IncOct 2025 to now
- Wealth Launch, LLCNov 2021 to now
- Graver Capital Management, LLCMay 2025 to Jul 2025
- Sws Partners, LLCJan 2023 to May 2025
- Clark Asset Management, LLCJun 2021 to Sep 2022
- Mtbw, LLC / John E. Sestina and CompanyJun 2016 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pds Planning Inc
$2.2BAssets managed
614Clients
10Advisers
37 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
- 5640586
- Firm CRD
- 106895