Barry I. Hertzberg

MOLLER WEALTH PARTNERS

Northfield, IL 60093-1211

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CRD#: 2997138

Professional summary

Barry Ira Hertzberg, who also goes by Barry Hertzberg, is a registered financial advisor currently at MOLLER WEALTH PARTNERS located in Northfield, Illinois.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Barry has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry Hertzberg

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.

BARRY HERTZBERG IS AN CPA, EMPLOYED BY MICHAEL SILVER & COMPANY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Ira Hertzberg's CRS (Customer Relationship Summary).

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

August 2, 2024 - Present

MOLLER WEALTH PARTNERS

Office #1: One Northfield Plaza, Suite 200, Northfield, IL 60093-1211

RIA

CRD#: 110493

Northfield, IL

Past

June 1, 2016 - September 30, 2024

SUSSEX FINANCIAL GROUP, INC.

RIA

CRD#: 18313

DEERFIELD, IL

Past

January 14, 2015 - August 1, 2016

SPRINGSIDE PARTNERS LLC

RIA

CRD#: 172934

Skokie, IL

Past

February 18, 2005 - December 4, 2015

SLSF INVESTMENT SERVICES, L.L.C.

RIA

CRD#: 134153

SKOKIE, IL

Past

May 5, 2004 - February 17, 2005

FGMK, LLC

RIA

CRD#: 123708

BANNOCKBURN, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOLLER WEALTH PARTNERS

DBA, MOLLER FINANCIAL SERVICES | MOLLER WEALTH PARTNERS, INC. | MOLLER WEALTH PARTNERS | MOLLER FINANCIAL SERVICES | JACK MOLLER & ASSOCIATES, INC.

CRD#: 110493 / SEC#: 801-40822

RIA

Registered Investment Advisory firm - (2/18/1992 Approved)

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

Illinois
(8/2/2024)

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

IAR

Series 65

Date: 12/24/1997

Uniform Investment Adviser Law Examination

Current Firm

MOLLER WEALTH PARTNERS

DBA, MOLLER FINANCIAL SERVICES | MOLLER WEALTH PARTNERS, INC. | MOLLER WEALTH PARTNERS | MOLLER FINANCIAL SERVICES | JACK MOLLER & ASSOCIATES, INC.

CRD#: 110493 / SEC#: 801-40822

RIA

Registered Investment Advisory firm - (2/18/1992 Approved)

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Contact information

Main Address

One Northfield Plaza, Suite 200, Northfield, IL 60093-1211

Mailing Address

Phone number

(847) 441-7575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,284
AUM (Assets Under Management)	$ 650,490,513

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/30/2023	Cover Page	Report
12/28/2022	Cover Page	Report

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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Barry I. Hertzberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Ira Hertzberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOLLER WEALTH PARTNERS

SUSSEX FINANCIAL GROUP, INC.

SPRINGSIDE PARTNERS LLC

SLSF INVESTMENT SERVICES, L.L.C.

FGMK, LLC

Primary Firm SEC Registration

MOLLER WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/24/1997

Current Firm

MOLLER WEALTH PARTNERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MOLLER WEALTH PARTNERS

TRUST BUT VERIFY

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