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John William Hercher

Platte West Wealth Management, LLC

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About John William Hercher

John William Hercher is an investment advisor representative with Platte West Wealth Management, LLC, a registered investment advisor. John has been in the industry since October 1985 and holds the Series 65 and Series 22 licenses. John's professional experience includes work at DENVER SECURITIES CORPORATION and HERCHER & CO. PC. John has also been affiliated with FB COLORADO, INC. since June 2003. John specializes in providing financial planning, educational seminars and portfolio management for individuals. Platte West Wealth Management, LLC, manages assets for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm's client count is 27 with approximately $16.3 million under management.

Firm Information

John Hercher is currently registered with Platte West Wealth Management, LLC. Platte West Wealth Management, LLC is an investment advisor with 1 licensed agent and 1 investment adviser representative. The firm manages approximately $16.3 million in assets for 50 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They offer financial planning and portfolio management for individuals. The firm also conducts educational seminars.

$16.31M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Hercher’s Registration & Firm History

CO

01/01/2025 - Present

Platte West Wealth Management, LLC (CASTLE PINES CO)

NA

10/16/1985 - 02/09/1989

DENVER SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 01/25/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Hercher.
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