Advisor at Blue Chip Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Chip Financial Planning, LLC
Location
Oxford, WI
Credentials
CFP®, Series 65
Industry experience
27 years
$0 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01+: 0.60% annually
Account minimum: $400,000 to open an account; $100,000 to maintain an account Minimum fee: $50.00 per quarter minimum fee Fee-only: Fee-only financial planning firm; no commissions received
Blue Chip Financial Planning
1996 - Present (30 years)
SELF EMPLOYED
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Grand Marsh, WI
Merrill
David Herman serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 1977, he has assisted clients in wealth and estate planning services as well as investments. His expertise encompasses college education planning, retirement income, portfolio management, tax minimization, and both individual and corporate investment strategy. Additionally, David is a qualified Portfolio Manager who provides discretionary management of personalized strategies that include individual stocks and bonds, model portfolios, and third-party investment strategies. David earned a Bachelor's degree from Lake Forest College in 1970. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP) certification since 1980, and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by the College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, David participates with the Wisconsin Department of Natural Resources. Outside of his professional role, his interests include camping, hunting, painting, photography, reading, traveling, and spending time with his family.
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