Alex Herr Email & Phone Number
Financial Advisor with Summit Financial Advisors @ LPL Financial
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Alex Herr Location
- Madison, WI, US
Alex Herr Work
- Financial Advisor with Summit Financial Advisors @ (October 2024 - Present)
- Associate Financial Advisor @ Summit Financial Advisors (November 2023 - September 2024)
- Financial Consultant @ Summit Financial Advisors (November 2022 - November 2023)
- Financial Representative @ (March 2022 - October 2022)
- Financial Representative @ (October 2021 - March 2022)
- IRA and HSA Specialist @ (January 2018 - September 2021)
- Personal Banking Specialist, NMLS #1750738 @ (July 2017 - September 2021)
- Customer Service Representative II @ (June 2017 - July 2017)
- Teller @ (September 2014 - May 2017)
Alex Herr Education
- Kansas State University
Master of Science - MS (Personal Financial Planning)
2017-2019 - Maryville University of Saint Louis
Bachelor of Science - BS (Financial Services)
2013-2017
Alex Herr Summary
- Alex Herr, based in Madison, WI, US, is currently a Financial Advisor with Summit Financial Advisors at LPL Financial. Alex Herr brings experience from previous roles at Summit Financial Advisors and Northwestern Mutual. Alex Herr holds a 2017 - 2019 Master of Science - MS in Personal Financial Planning @ Kansas State University. Alex Herr has 2 emails and 2 mobile phone numbers on RocketReach.
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