Curtis Hermann, CFP, ADPA, CSRIC™

First Vice President - Investment Officer, Financial Advisor

Credentials

Certifications & Credentials

CERTIFIED FINANCIAL PLANNERTM professional (CFP®)

The CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn my CFP® I completed hundreds of hours of rigorous course work and examinations and I must adhere to the CFP® Board's Code of Ethics and Professional Responsibility. Learn More - Visit the CFP Website  



Accredited Domestic Partnership AdvisorSM or ADPA®

The ADPA® is the only professional designation specifically geared toward the unique financial planning needs and considerations of domestic partners and the LGBTQ community.  The ADPA® course work expands on the CFP® curriculum to address the planning needs of diverse communities.  My designation demonstrates the knowledge and dedication to provide you with tailored planning solutions. Learn More About ADPA  



Member of the Financial Planning Association1

I am a member of the Financial Planning Association® (FPA®). This is the premier professional organization for Certified Financial PlannerTM (CFP®)professionals, educators, financial service providers. The FPA supports members and their development and advancement through opportunities for professional education, business support, advocacy and community at the national and chapter levels. Learn More About The FPA 





1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

ADPA® and Accredited Domestic Partnership AdvisorSM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Contact Me to Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CT, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, SC). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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