Maria Teresa Hernandez huerta
Investment adviser representative at Truman Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$106MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truman Wealth Advisors, LLCApr 2022 to now
- Kaplan North America, LLCSep 2021 to now
- Equita Financial Network, Inc.Apr 2022 to Mar 2025
- Coats Financial PlanningJun 2019 to Apr 2022
- Hilliard LyonsJun 2018 to Feb 2019
- Barbara Stewart InteriorsOct 2017 to Jun 2018
- SitelAug 2016 to Jan 2017
- Cheddar's Scratch KitchenMar 2016 to Dec 2017
- Western Kentucky UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Truman Wealth Advisors
Legal name: Truman Wealth Advisors LLC
$106MAssets managed
98Clients
3Advisers
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
- 6962299
- Firm CRD
- 334752