Timothy G. Hermesch

LATITUDE INVESTMENT GROUP

HOUSTON, TX

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CRD#: 1732361

Professional summary

Timothy Gerard Hermesch, who also goes by Timothy Gerard Hermsch, is a registered financial advisor currently at LATITUDE INVESTMENT GROUP located in Houston, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Timothy has worked at 15 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Gerard Hermsch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Hermesch Group, non-investment related, 11419 Creekwood Hills Ln, Houston TX 77070, traditional life insurance agent with life insurance, long term care, fixed annuities, and federal employee benefits., start date of February 1987. Number of hours per month 15, number of hours devoted during securities trading hours per month, 6. Duties are as a consultant/agent for insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Gerard Hermesch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 27, 2025 - Present

LATITUDE INVESTMENT GROUP

RIA

CRD#: 333819

HOUSTON, TX

Past

October 1, 2024 - March 28, 2025

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

RIA

CRD#: 324549

Houston, TX

Past

December 17, 2019 - September 25, 2024

ATLAS FINANCIAL ADVISORS, INC.

RIA

CRD#: 160276

Houston, TX

Past

September 7, 2017 - March 18, 2020

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

Houston, TX

Past

June 14, 2016 - August 25, 2017

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

HOUSTON, TX

Past

June 14, 2016 - August 25, 2017

SECURITIES AMERICA, INC.

CRD#: 10205

HOUSTON, TX

Past

August 29, 2014 - June 15, 2016

BFC PLANNING, INC.

RIA

CRD#: 119682

HOUSTON, TX

Past

August 27, 2014 - June 15, 2016

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Houston, TX

Past

April 20, 2005 - September 5, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

HOUSTON, TX

Past

April 1, 2005 - September 5, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

HOUSTON, TX

Past

November 12, 2003 - April 4, 2005

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

December 22, 2000 - November 24, 2003

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

August 22, 2000 - January 18, 2001

AFS BROKERAGE, INC.

CRD#: 25924

AUSTIN, TX

Past

October 20, 1997 - August 22, 2000

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

November 20, 1996 - October 20, 1997

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

December 23, 1992 - November 27, 1996

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

November 16, 1987 - January 4, 1993

FIDELITY EQUITY SERVICES CORPORATION

CRD#: 17455

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/13/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LATITUDE INVESTMENT GROUP

LATITUDE INVESTMENT GROUP | LATITUDE INVESTMENT GROUP, LLC

CRD#: 333819 / SEC#:

Georgia

Registered Investment Advisory firm - (2/11/2025 Approved)

Kentucky

Registered Investment Advisory firm - (10/29/2025 Approved)

North Carolina

Registered Investment Advisory firm - (7/15/2025 Approved)

Texas

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

1125 Sanctuary Parkway Suite 120, Alpharetta, GA 30009

Mailing Address

Phone number

(248) 202-6081

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Timothy G. Hermesch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Gerard Hermesch's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

ATLAS FINANCIAL ADVISORS, INC.

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

USALLIANZ SECURITIES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

AFS BROKERAGE, INC.

MOMENTUM INDEPENDENT NETWORK INC.

AMERITAS INVESTMENT COMPANY, LLC

WOODBURY FINANCIAL SERVICES, INC.

FIDELITY EQUITY SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 11/13/1987

SIE

Date: 8/25/2017

Series 7

Date: 12/16/1997

Series 6

Date: 11/13/1987

Current Firm

LATITUDE INVESTMENT GROUP

Contact information

Documents

Red Flags

Company Information

LATITUDE INVESTMENT GROUP

TRUST BUT VERIFY

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