Maria Hernandez Huerta has been an investment adviser representative at Truman Wealth Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners. Maria Hernandez Huerta holds an Executive Certificate in Financial Planning from Bellarmine University and a Bachelor of Science in Mathematical Economics from Western Kentucky University.
Truman Wealth Advisors LLC is a Columbia, MO firm with $106M under management, 98 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Maria Hernandez Huerta works in financial planning at Truman Wealth Advisors, with a focus on retirees, widows and busy professionals. Hernandez Huerta is also an instructor for Kaplan, teaching financial planning courses to aspiring CFP® professionals preparing for the CFP® exam.
Maria Hernandez Huerta’s longest registration was 2 years at Equita Financial Network, Inc. (2022–2025). Before joining Truman Wealth Advisors in 2025, Maria Hernandez Huerta was registered through Equita Financial Network, Inc. and Coats Financial Planning.
- Equita Financial Network, Inc.– · 2 yearsMt. Juliet, TN · Adviser representative · Firm CRD 277031
- Coats Financial Planning– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 122135
Professional designations
Listed by Truman Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Maria Hernandez Huerta is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- TennesseeSince 2 April 2025
- TexasSince 2 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maria Teresa Hernandez Huerta
- CRD
- 6962299
- Firm
- Truman Wealth Advisors · CRD 334752
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trumanwealthadvisors.com
Where does Maria Hernandez Huerta work?
Maria Hernandez Huerta is an investment adviser representative registered through Truman Wealth Advisors LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Maria Hernandez Huerta a financial advisor?
Yes. Maria Hernandez Huerta has a current investment-adviser registration in Tennessee and Texas, through Truman Wealth Advisors since April 2025.
How many years of experience does Maria Hernandez Huerta have?
Maria Hernandez Huerta has 7 years in the financial industry, since August 2019, across 3 adviser firms.
What exams has Maria Hernandez Huerta passed?
Maria Hernandez Huerta passed the Series 65 in August 2019.
Where did Maria Hernandez Huerta work before Truman Wealth Advisors?
Before Truman Wealth Advisors, Maria Hernandez Huerta was registered through Coats Financial Planning, August 2019 to April 2022.
Is Maria Hernandez Huerta registered with FINRA?
No. Maria Hernandez Huerta has no current broker registration.
Is Maria Hernandez Huerta a CFP?
Truman Wealth Advisors lists Maria Hernandez Huerta with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Maria Hernandez Huerta, CFP® biography, trumanwealthadvisors.com
How can I verify Maria Hernandez Huerta’s record?
Search CRD 6962299 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maria Hernandez Huerta’s full registration record.
