DH
David Herbe
ONE-UP FINANCIAL
ERIE, PA 16508
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CRD#: 8011338
DH
Professional summary
David Herbe is a registered financial advisor currently at ONE-UP FINANCIAL located in Erie, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
- DHSteel Products LLC - Not Investment Related - 2420 West 15th Street Erie, PA 16505 - Steel Fabrication and Erection - Accountant - Accountant - 01/2016 - 15 hours per month devoted - 5 hour during trading hours - Performs accounting, reconciliation for DHSteel Products LLC - Schaffner, Knight, Minnaugh & Company PC - Not Investment Related - 1545 West 38 Street Erie, PA 16508 - CPA Firm - Principal - 12/1999 - 175 hours a month devoted - 175 hours a month devoted during securities trading hours - Oversees the Tax Department
CRS (Client Relationship Summary) - RIA
Click below to view David Herbe'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®
NoneExperience
Current
January 22, 2025 - Present
ONE-UP FINANCIAL
Office #1: 1545 West 38th Street, Erie, PA 16508RIA
CRD#: 333778
ERIE, PA
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
Pennsylvania(1/22/2025)
Exams
Current Firm
OF
ONE-UP FINANCIAL
ONE-UP FINANCIAL | SKM WEALTH ADVISORS LLC
CRD#: 333778 / SEC#:
Pennsylvania
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Contact information
Main Address
1545 West 38th Street, Erie, PA 16508
Mailing Address
Phone number
(814) 325-2699
Established
Firm type
Fiscal year end
# of Employees
9
0
Red Flags
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