Julie Hinsz, financial advisor Bismarck ND

Julie Hinsz

CRD Number: 2382863
Current Firm: Newedge Advisors

Julie Hinsz (CRD# 2382863) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Gwm Advisors, Llc (dba: Planningteam Financial Advisors) Bismark, ND Jan 2018 - Current 6
Lpl Financial LLC Bismarck, ND Nov 2017 - Current 6
Investment Centers Of America, Inc. Bismarck, ND Jan 2005 - Nov 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Julie C. Hinsz
Phone Number: 504-459-4391
Firm Website: http://www.bmtwealth.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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