Maria Teresa Hernandez Huerta
Investment Adviser Representative at Truman Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Maria Teresa Hernandez Huerta is an investment adviser representative with Truman Wealth Advisors in Mount Juliette, TN, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Equita Financial Network, Inc. and Coats Financial Planning. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Tennessee and Texas.
Registrations & licenses
- Investment adviser:
- Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Coats Financial PlanningJun 2019 – Apr 2022Louisville, KY
- Hilliard LyonsDec 2018 – Jan 2019Louisville, KY
- Hilliard LyonsJun 2018 – Feb 2019Bowling Green, KY
- Barbara Stewart InteriorsOct 2017 – Jun 2018Bowling Green, KY
- SitelAug 2016 – Jan 2017Glasgow, KY
- Cheddar's Scratch KitchenMar 2016 – Dec 2017Bowling Green, KY
- Western Kentucky UniversityAug 2015 – May 2019Bowling Green, KY
- Equita Financial Network, Inc.Apr 2022 – Mar 2025Fort Washington, PA
- Kaplan North America, LLCSep 2021 – no end date reportedLouisville, KY
- Truman Wealth Advisors, LLCApr 2022 – no end date reportedColumbia, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truman Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning and investment advisory services including discovery meetings, planning consultations, mutual commitment meetings, routine check-ins, and 411 & 911 meetings. The firm offers fee-only and retainer-based pricing and provides personal attention, one-on-one mentorship, and tailored guidance.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Columbia, MO
- SEC file number:
- 801-132042
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Truman Wealth Advisors
2 other advisors in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maria Teresa Hernandez Huerta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched