HH
HH

Hannah Sandra Heerlein

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,217 clients
Average Client Portfolio
$419K average
Assets Under Management
$510.2M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

710 South Austin Avenue, Suite 200, Georgetown, TX, 78626

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Hannah is an insurance agent selling fixed annuities and life insurance through Reap Insurance Group, dedicating about a quarter of her time to this. She is also a director at Marigold Incorporated Cell, Inc. and a member of Reap Solara Ventures, LLC, spending minimal time on each.

Employment History
Current Registrations
Reap Financial Group, LLC
January 2010 - Present · 16 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Hannah Sandra Heerlein - Financial Advisor | TrueAdvisor