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Hannah Joelle Herman

KEY Capital Management, Inc.

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About Hannah Joelle Herman

Hannah Herman is an Investment Advisor Representative associated with Key Capital Management, Inc.. Hannah has been a registered Investment Advisor Representative since November 2022. Hannah Herman holds the Series 65 license. Hannah is currently registered to provide investment advice in Louisiana and Tennessee. Hannah's experience includes previous roles at Wood Financial Group, Kentucky Planning Partners, Ann Carol School of Dance, Dance Force LLC, Western Kentucky University, and Independence High School. Hannah's specialties include providing financial planning and portfolio management services for individuals.

Firm Information

Hannah Herman is currently registered with KEY Capital Management, Inc.. KEY Capital Management, Inc. is an investment advisory firm based in HENDERSONVILLE, TN. The firm manages approximately $292,985,635 in assets for 2,171 clients. KEY Capital Management provides financial planning and portfolio management for individuals and families.
KEY Capital Management, Inc.

181 EAST MAIN ST. SUITE #7

HENDERSONVILLE, TN 37075

$292.99M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hannah Herman’s Registration & Firm History

TN

11/28/2022 - Present

KEY Capital Management, Inc. (HENDERSONVILLE TN)

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Licenses & Designations

IA

Issued 07/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Joelle Herman.
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