linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tad Alan Herrington

SWS Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tad? Claim Your Profile

About Tad Alan Herrington

Tad Alan Herrington is a financial advisor with SWS Partners, LLC. Tad has over 9 years of experience in the financial services industry. Tad is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. Tad is registered with the state of Ohio and Texas. Tad also owns and operates Wealth Launch Planning Solutions, which provides financial technology and marketing solutions. Tad specializes in working with high-net-worth individuals, families, and trusts. Tad's services include financial planning, investment management, and retirement planning.

Firm Information

Tad Herrington is currently registered with SWS Partners, LLC. SWS Partners, LLC is an investment advisor headquartered in Columbus, OH. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and data aggregation & reporting for family offices. SWS Partners, LLC manages approximately $353.64 million in assets for 579 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They offer a wrap fee program and are registered with the SEC.
SWS Partners, LLC

230 WEST STREET

COLUMBUS, OH 43201

$353.64M

Assets Under Management

Not reported

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

data aggregation & reporting for family office

Data aggregation & reporting for family office

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tad Herrington’s Registration & Firm History

OH

07/10/2023 - Present

SWS Partners, LLC (COLUMBUS OH)

OH

06/03/2014 - 04/15/2016

UBS FINANCIAL SERVICES INC. (COLUMBUS OH)

Not sure if Tad Alan Herrington is right for you?

Licenses & Designations

BOTH

Issued 06/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tad Alan Herrington.
Not sure if Tad Alan Herrington is right for you?