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Mandi Marie Hering

CSP Financial Group LLC

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About Mandi Marie Hering

Mandi Marie Hering is a registered investment advisor representative with CSP Financial Group LLC. Mandi has been in the industry since 2021. Mandi is also licensed in Arizona and Texas. Mandi earned her Series 65 license in August of 2021. Mandi is a United Healthcare Medicare Advantage Plans Agent and can provide financial planning, educational seminars, and portfolio analysis services.

Firm Information

Mandi Hering is currently registered with CSP Financial Group LLC. CSP Financial Group LLC is a Scottsdale, Arizona-based firm with 12 licensed agents and 20 investment advisor representatives. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio analysis (MRI) services. They have approximately 600 clients, primarily individuals other than high-net-worth, and 5 pension and profit-sharing plans.
CSP Financial Group LLC

14300 NORTH NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

Not reported

Assets Under Management

600

Total Clients

20

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

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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other

Co-advisor fees

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Mandi Hering’s Registration & Firm History

AZ

07/24/2023 - Present

CSP Financial Group LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 08/14/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mandi Marie Hering.
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