Troy A. Herman
Advisor at Cetera — Gering, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
19 years
Location
Gering, NE 69341
Cetera
Institution
Troy Herman is a financial advisor with Cetera, holding CFP® and Series 66 credentials and 19 years of experience in the industry. He has worked at firms including Avantax Advisory Services and Wiedeman Financial Advisors, and he serves as President of Herman Wealth Management, Inc., a financial services firm. Herman also holds a board member position on the City of Scottsbluff, NE Board of Adjustment. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Gering, NE
1524 10th Street
Gering NE 69341
Advisors at this office
1
Nebraska · Texas
19 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Gering, NE
Avantax Advisory services
2019 - 2025 • 6 years
Gerling, NE
Avantax Investment Services, INC.
2019 - 2025 • 6 years
Gering, NE
Wiedeman Financial Advisors, LLC dba Wiedeman Financial Services
2016 - 2020 • 4 years
Gering, NE
Herman Wealth Management, Inc. dba Wiedeman Financial Services
2016 - Present • 10 years
Gering, NE
Avantax Insurance Services, INC.
2013 - 2025 • 12 years
Gering, NE
1st Global Advisors, Inc
2013 - 2019 • 6 years
Gering, NE
1st Global Capital Corp.
2010 - 2019 • 9 years
Gering, NE
Herman Financial Advisors, Inc.
2006 - 2010 • 4 years
Scottsbluff, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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