Mary Herzberg is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 49 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
11808 Miracle Hills Dr, Suite 105, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary has a 50% ownership in H20 Wealth Management LLC and serves as co-trustee for its 401k, dedicating full-time hours to these investment-related activities. She also acts as trustee for her spouse's trust, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Mccarthy, Dunn & CO.Broker
Shearson Lehman Hutton INC.Broker
First Mid-America INC.Broker
State Registrations28 states
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