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Marty Herrmann

REGIONAL VP, STRATEGIC ACCOUNTS

Marty joins the team as Regional VP, Strategic Accounts with over 25 years experience in the financial services industry. He began at Waterhouse Securities — TD Ameritrade — where he was involved in the early development of the Investment Advisor Division. In addition, he has worked at Fidelity Investments and AIG Advisor Group and has extensive knowledge of fee-based products and services for RIA firms.

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.