Kim Hellerman-Hersman

Current Employers

Employment History

• 01/1998 → 10/2016
  Kim Hellerman-Hersman
  Mentor, OH
• 07/1998 → 03/2023
  Concourse Financial Group Securities, (Fka Proequities)
  Mentor, OH
• 10/2016 → 03/2023
  Hb Wealth Advisors Llc
  Mentor, OH
• 04/2023 → Present
  Harbor Financial Advisors, Llc
  Mentor, OH
• 04/2023 → 05/2026
  Commonwealth Financial Network
  Waltham, MA
• 02/2004 → Present
  7464 Center Street, Llc
  Mentor, OH
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-04-03 → 2026-05-05
  Commonwealth Financial Network
  Waltham, MA
  Mentor, OH
• 1999-08-19 → 2023-04-24
  Concourse Financial Group Securities, Inc.
  Mentor, OH
  Mentor, OH

Other Businesses

1. NAME OF OTHER BUSINESS: HARBOR FINANCIAL ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 06/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, INCLUDING SECURITIES, ADVISORY SERVICES AND INSURANCE; 2. NAME OF OTHER BUSINESS: 7464 CENTER STREET, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 04/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: BUILDING IS MY OFFICE LOCATION

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-22
• S63 Uniform Securities Agent State Law Examination
  1996-01-23

Designations

Other Names

• Kim Marie Hellerman-Hersman
• Kim Marie Hersman
• Kim Hellerman-Hersman
• Kim Hersman