Brett Herron
Investment adviser representative at Hfm Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$404.1MFirm assets
5 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hfm Investment Advisors, LLCMay 2022 to now
- Ohio State UniversityAug 2021 to May 2022
- Northpoint BankJun 2021 to Aug 2021
- Ohio State UniversityAug 2020 to May 2021
- Williamstown High SchoolSep 2019 to Jun 2020
- Pcf Restaurant Group, LLCJun 2019 to Aug 2019
- Williamstown High SchoolAug 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Hfm Investment Advisors, LLC
$404.1MAssets managed
580Clients
7Advisers
5 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
- 8073969
- Firm CRD
- 289103