Andrew Herzog
Investment adviser representative at The Watchman Group, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$639.7MFirm assets
Are you Andrew Herzog? Claim your profile
Contact this firm
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
14 years in the industry.
- The Watchman Group, Inc.Jun 2023 to now
- Beacon Pointe Advisors, LLCApr 2022 to Jun 2023
- Wisniewski Wealth ManagementOct 2021 to Apr 2022
- Tyme AdvisorsJun 2021 to Sep 2021
- Northwestern Mutual Investment Services LLCDec 2020 to Jun 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to Jun 2021
- Cruse Financial Group IncMar 2020 to Jun 2020
- Myers the Home BuyersMar 2018 to Mar 2020
- UnemployedSep 2017 to Mar 2018
- TheblazeSep 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Watchman Group, Inc.
$639.7MAssets managed
266Clients
5Advisers
21 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
- 7239652
- Firm CRD
- 133690