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Maxton Herbkersman

Greenspring Advisors, LLC

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About Maxton Herbkersman

Maxton Herbkersman is an Investment Advisor Representative associated with Greenspring Advisors, LLC in Towson, Maryland. Maxton is registered with the state of Maryland and has been in the industry since September 2022. Maxton is a Series 65 licensed advisor, having passed the Uniform Investment Adviser Law Examination in January 2023. Maxton has experience working in various roles prior to joining Greenspring Advisors. Maxton currently works as a bartender. Greenspring Advisors, LLC is an investment advisory firm that provides financial planning and portfolio management services to individuals, charitable organizations, and pension plans. Greenspring Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission.

Firm Information

Maxton Herbkersman is currently registered with Greenspring Advisors, LLC. Greenspring Advisors, LLC is an investment advisor based in Towson, MD. The firm manages approximately $1 billion to $10 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers financial planning, pension consulting, and investment consulting and educational services.
Greenspring Advisors, LLC

ONE WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$6.90B

Assets Under Management

59

Total Clients

26

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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investment consulting and educational services

Investment consulting and educational 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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percentage of assets

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

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Maxton Herbkersman’s Registration & Firm History

MD

01/27/2023 - Present

Greenspring Advisors, LLC (TOWSON MD)

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Licenses & Designations

IA

Issued 01/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maxton Herbkersman.
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