Hepner Financial Services, LLC
Hepner Financial Services, LLC (CRD# 144045) is a financial advisory firm headquartered in , . They manage $32,010,490 in 179 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Hepner Financial Services, LLC
By the Numbers
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Total Assets Under Management32MILLION
-
Total Number of Accounts179ACCOUNTS
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Average Account Value$178,830
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Hepner Financial Services, LLC
1
Michael Hepner (CRD# 2303837) is an Investment Advisor Representative working at Hepner Financial Services, LLC in Odenton, MD and has over 27 years of experience in the finance industry.
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