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Tawna Leah Hermanson

Csenge Advisory Group, LLC

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About Tawna Leah Hermanson

Tawna Hermanson is a financial advisor with Csenge Advisory Group, LLC. Tawna has been in the industry since 2011. Tawna holds Series 7, Series 63, and Series 65 licenses and is registered with FINRA and the state of Texas. Tawna provides financial planning and investment management services to individuals and families. Tawna is also registered with the state of North Dakota as an investment advisor representative.

Firm Information

Tawna Hermanson is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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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asset allocation services

Asset allocation 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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Tawna Hermanson’s Registration & Firm History

ND

01/17/2024 - Present

Csenge Advisory Group, LLC (Fargo ND)

ND

04/01/2014 - 01/19/2024

CLASSIC, LLC (FARGO ND)

ND

11/27/2012 - 01/02/2013

CLASSIC, LLC (FARGO ND)

ND

08/31/2011 - 12/31/2012

NORTHSTAR FINANCIAL PARTNERS, INC. (FARGO ND)

MN

10/20/2009 - 12/31/2009

FINTEGRA, LLC (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tawna Leah Hermanson.
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