David Earl Herwerden

Current Employers

Employment History

• 10/2015 → Present
  Westpoint Wealth Management, Llc
  Berea, OH
• 03/2016 → 02/2017
  Ameritas Investment Corp
  Lincoln, NE
• 02/2017 → 10/2019
  Cetera Advisor Networks
  El Segundo, CA
• 09/2019 → 08/2020
  Amfg Wealth Management
  Westlake, OH
• 09/2020 → Present
  Westpoint Wealth Management, Llc
  Berea, OH
• 11/2020 → 06/2022
  Gross Investments Llc
  Brunswick, OH
• 10/2020 → Present
  Westpoint Wealth Management, Llc
  Berea, OH
• 02/2026 → Present
  City Of Middleburg Heights, Ohio
  Middleburg Heights, OH

Previous Registrations

• 2020-11-19 → 2022-06-17
  Gross Investments Llc
  Valley City, OH
• 2019-09-11 → 2020-08-17
  Amfg Wealth Management Llc
  Westlake, OH
  Berea, OH
• 2017-02-02 → 2019-10-03
  Cetera Wealth Services, Llc
  Berea, OH
• 2016-03-08 → 2017-02-06
  Ameritas Investment Company, Llc
  Lincoln, NE
  Kirtland, OH

Other Businesses

1. NAME OF OTHER BUSINESS: WestPoint Risk Management INVESTMENT RELATED: YES ADDRESS: 66 Front St, Berea OH NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2020 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: Planning Commission City of Middleburg Heights, OH INVESTMENT RELATED: No ADDRESS: 7561 Pearl Rd, Middleburg Hts, OH 44120 NATURE OF BUSINESS: City Planning Commission START DATE: 01/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: POSITION/TITLE/RELATIONSHIP: Board Member BRIEF DESCRIPTION OF DUTIES: Board member on city planning commission

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-29
• S63 Uniform Securities Agent State Law Examination
  2005-06-28

Other Names

• Dave Herwerden