Vice President, Chief Financial Officer · Security First Financial
Eleanor M. Herhold
CRD 7336386 · Named on Form ADV at one SEC-registered adviser
At a glance
Security First Financial, an SEC-registered wealth manager based in Swartz Creek, MI with $300 million in regulatory assets, lists Eleanor M. Herhold on its Form ADV as Vice President, Chief Financial Officer, a control person.
Firms and roles
- Security First FinancialVice President, Chief Financial OfficerWealth manager · Swartz Creek, MI · $300M in regulatory assets
AtlasMembers
Eleanor’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark H. HerholdPresident and Chief Compliance Officer, Security First Financial
- Payton L OlingerChief Investment Officer, Security First Financial
- Melissa H OlingerChief Operating Officer, Security First Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eleanor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.