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President and Chief Compliance Officer · Security First Financial

Mark H. Herhold

CRD 4577415 · 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 Mark H. Herhold on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Security First FinancialPresident and Chief Compliance OfficerWealth manager · Swartz Creek, MI · $300M in regulatory assets

AtlasMembers

Mark’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.