Connie Hertzler is a registered investment advisor, based in Chesterfield, MO, with 6 years of industry experience.
Location
16020 Swingley Ridge Road, Suite 135, Chesterfield, MO, 63017
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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
Connie is an employee of Hertzler Wealth Management, LLC, which serves as the DBA for her activities as a Registered Representative for Kestra IS and an IAR for Kestra AS. She also sells life insurance, long-term care insurance, and fixed annuities, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations20 states
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