Kenneth Herdeman, CPFIM
Nothing brings me more satisfaction than developing strong, long-lasting relationships with clients.

Kenneth Herdeman, CPFIM

Senior Investment Advisor/President - Investments
Kenneth Herdeman, CPFIM

As President of our Investments and Treasury Management group, Ken oversees our team of Investment Advisors and manages its daily operations. Ken has more than 30 years’ experience in investments, banking and treasury management. He specialized in money market investments, cash forecasting, and debt management. Ken’s goal for clients is to design and implement investment strategies that consistently meet or exceeded benchmark returns.

Ken lives in South Milwaukee, Wisconsin. He recounts one of his best achievements being that he authored a book a high school baseball team that went on to win a state championship (he regrets is was never made into a major motion picture).

Areas of Expertise

Fixed Income Investment Management


Bachelor of Arts – Business Administration and Finance, University of Wisconsin Milwaukee
Graduate – National School of Bank Investments, University of Colorado


Certified Public Funds Investment Manager

Professional Affiliations & Memberships

Wisconsin Association of Finance Professionals

Community Involvement

St. John’s Church – Elder