Hannah Joelle Herman
Investment adviser representative at Key Capital Management, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$393MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Key Capital Management, Inc.Nov 2022 to now
- Wood Financial GroupNov 2022 to now
- Dance Force LLCOct 2022 to Nov 2022
- Kentucky Planning PartnersMay 2021 to Nov 2022
- Western Kentucky UniversityAug 2018 to May 2022
- Ann Carol School of DanceAug 2016 to May 2018
- Independence High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, TN).
Key Capital Management, Inc.
$393MAssets managed
2,018Clients
12Advisers
4 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
- 7359271
- Firm CRD
- 173773