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Herbert Stephen Huesman

Family Wealth Advisory Group, LLC

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About Herbert Stephen Huesman

Herbert S. Huesman is a financial advisor with Family Wealth Advisory Group, LLC in Fairfield, Ohio. Herbert has been in the financial services industry since 1985 and is registered with the state of Ohio as an Investment Advisor Representative. Herbert holds the Series 7, Series 63, and Series 65 licenses and is a Chartered Financial Consultant. He specializes in providing financial planning and investment advice to individuals and families. In addition to working with Family Wealth Advisory Group, LLC, Herbert also worked for L.M. Kohn & Company and Lincoln Financial Advisors Corporation in the past. Herbert is dedicated to providing personalized financial advice and helping his clients achieve their financial goals.

Firm Information

Herbert Huesman is currently registered with Family Wealth Advisory Group, LLC. Family Wealth Advisory Group, LLC is an investment advisory firm based in Cincinnati, OH, with approximately $273,889,797 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and other advisory services, primarily to high-net-worth individuals, corporations, and individuals other than high-net-worth.
Family Wealth Advisory Group, LLC

7359 EAST KEMPER ROAD

CINCINNATI, OH 45249

$273.89M

Assets Under Management

2

Total Clients

5

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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matters not involving securities

Matters not involving securities

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Herbert Huesman’s Registration & Firm History

OH

08/09/2007 - Present

Family Wealth Advisory Group, LLC (FAIRFIELD OH)

OH

01/06/2003 - 08/06/2007

L.M. KOHN & COMPANY (FAIRFIELD OH)

IN

02/12/1985 - 01/06/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

02/12/1985 - 01/06/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

02/21/1985 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

IA

Issued 07/09/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Herbert Stephen Huesman.
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