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

Kenneth Herdeman, CPFIM

Senior Investment Advisor
Kenneth Herdeman, CPFIM

Ken works as a Senior Investment Advisor.  He brings more than 30 years’ experience in investments, banking and treasury management to his role with the firm. He specializes 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 exceed benchmark returns.

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

Areas of Expertise

Investments & Treasury Management

  • Fixed Income Investment Management
  • Policy Development & Evaluation
  • Strategy Development & Implementation
  • Cash Flow Analysis & Forecasting
  • Treasury Management Consulting
  • Compliance Monitoring

Licenses & Certifications

Certified Public Funds Investment Manager
Series 65 License: Uniform Investment Advisor

Professional Affiliations & Memberships

Wisconsin Association of Finance Professionals


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

Community Involvement

St. John’s Church – Elder