David Hertl, Cmfc®, Aif® Email & Phone Number

Dave brings over 33 years of professional experience as an advisor to the Pickerington Oppenheimer team. The practice emphasizes consulting and managing 401k, 403b and 457 institutional retirement plans. He also provides high-net-worth individuals and families with planning services, including stocks, bonds, mutual funds, hedge funds, options and annuities. Dave began his career on the London Stock Exchange in 1991, and then spent eight years as an advisor and Branch Office Manager for Merrill Lynch in Baltimore, Portland, OR and Cincinnati. He served as team leader and Senior Investment Representative at JP Morgan. Dave has served as a Director of Financial Planning and as an NASD/FINRA Industry Arbitrator. Dave earned his B.S in Business Administration in Finance & Economics at Boston University. Dave and both of his sons are Eagle Scouts. In 2013, Dave was awarded the Simon Kenton Council 2013 “Tri Creek Award,” for service to scouting. Dave lives in Pickerington, OH with his wife and two sons.I hold the following FINRA registrations: Registered Options Principal (Series 4), General Securities Representative (Series 7), (Series 9/10), Uniform Securities Agent (Series 63), Uniform Investment Adviser (Series 65), Chartered Mutual Fund Counselor (CMFC), and Accredited Investment Fiduciary (AIF) designations. I am licensed in the following States: AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MD, MI, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA, WV. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Financial Advisory, 401 Rollovers, Deferred Compensation Plans, Retirement Savings, and 15 others.

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  Boston University

  Finance/Economics