Kim Hellerman-Hersman is a ChFC-designated registered investment advisor, based in Mentor, OH, with 30 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7464 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kim is an Owner and IAR at Harbor Financial Advisors, LLC, dedicating nearly all her time to securities, advisory, and insurance business. She also sells fixed insurance and owns 7464 Center Street, LLC, which owns the office building, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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