Insights

Mid-market niche Financial services firm with 11-50 employees and revenue in the 1M-10M range presents opportunities for scalable technology, advisory platforms, and back-office automation tailored to small- to mid-size practices.

Regional footprint Multiple Wisconsin offices (Wausau, Manitowoc, Stevens Point, Wisconsin Rapids, Eau Claire) indicate potential for regional service enhancements, local marketing programs, and centralized compliance or data analytics services to support dispersed teams.

Technology stack Adoption of web and analytics tools (jQuery, Modernizr, Bootstrap, Google Analytics, New Relic) suggests openness to modernization projects, UI/UX improvements, performance monitoring, and digital engagement enhancements for clients.

Regulatory framework Securities and advisory services through affiliated and non-affiliated entities signal need for integrated custody, compliance workflows, and CRM/financial planning platforms that align with broker-dealer and RIA requirements.

Growth potential Annual revenue placement and modest staff size imply opportunities for scalable products such as automated client onboarding, practice management software, marketing automation, and financial planning tools tailored to smaller advisory groups.

Similar companies to Hermening Financial Group

Hermening Financial Group Tech Stack

Hermening Financial Group uses 6 technology products and services including jQuery, Modernizr, New Relic, and more. Explore Hermening Financial Group's tech stack below.

  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Real User Monitoring
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Hermening Financial Group's Email Address Formats

Hermening Financial Group uses at least 3 email formats:
Hermening Financial Group Email FormatsExamplePercentage
FirstLast@hermeningfinancialgroup.comJohnDoe@hermeningfinancialgroup.com
43%
First@hermeningfinancialgroup.comJohn@hermeningfinancialgroup.com
43%
FirstL@hermeningfinancialgroup.comJohnD@hermeningfinancialgroup.com
14%

Frequently Asked Questions

What is Hermening Financial Group's phone number?

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You can contact Hermening Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hermening Financial Group's official website and social media links?

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Hermening Financial Group's official website is hermeningfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Hermening Financial Group generate?

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As of July 2026, Hermening Financial Group's annual revenue is estimated to be $1M - $10M.

What is Hermening Financial Group's NAICS code?

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Hermening Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Hermening Financial Group have currently?

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As of July 2026, Hermening Financial Group has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. H., Assistant Wealth Manager: R. L. and Client Services Specialist: C. L. Explore Hermening Financial Group's employee directory with LeadIQ.

What industry does Hermening Financial Group belong to?

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Hermening Financial Group operates in the Financial Services industry.

What technology does Hermening Financial Group use?

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Hermening Financial Group's tech stack includes jQuery, Modernizr, New Relic, Bootstrap, Google Analytics and AddThis.

What is Hermening Financial Group's email format?

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Hermening Financial Group's email format typically follows the pattern of FirstLast@hermeningfinancialgroup.com. Find more Hermening Financial Group email formats with LeadIQ.
Hermening Financial Group logo

Hermening Financial Group

Financial ServicesWisconsin, United States11-50 Employees

Hermening Financial Group is a financial services firm headquartered in Wausau, Wisconsin. It offers personalized financial planning and advisory services tailored to individuals with unique financial circumstances. The company operates offices in several Wisconsin communities, including Manitowoc, Stevens Point, Wisconsin Rapids, and Eau Claire. Securities are offered through First Allied Securities, Inc., a registered broker-dealer. Advisory services are provided through First Allied Advisory Services, Inc. and Hermening Advisory Services LLC, both registered investment advisers. Hermening Financial Group LLC and Hermening Advisory Services LLC are not affiliated with First Allied Securities or First Allied Advisory Services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Hermening Financial Group's revenue is estimated to be in the range of $1M - $10M

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