Heather Kortekaas, financial advisor Charlotte NC
93 score

Heather Kortekaas

CRD Number: 5308153
Current Firm: Carolinas Investment Consulting LLC

Heather Kortekaas (CRD# 5308153) is an Investment Advisor Representative working at Carolinas Investment Consulting LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

Similar Advisors
Tony Montanari, financial advisor Charlotte NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Similar Advisors
Robert Higgins, financial advisor Charlotte NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Similar Advisors
Luther Lockwood II, financial advisor Charlotte NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Company Name Location Dates Years
Carolinas Investment Consulting LLC Charlotte, NC May 2016 - Current 1
Bb&t Securities, LLC Charlotte, NC Jan 2013 - May 2016 3
Scott & Stringfellow Charlotte, NC Oct 2012 - Jan 2013 < 1
Wells Fargo Advisors LLC Charlotte, NC May 2009 - Sep 2012 3
Wachovia Securities, LLC Charlotte, NC Sep 2008 - May 2009 < 1
T. Rowe Price Investment Services, Inc. Tampa, FL Mar 2007 - Sep 2008 1
Ge Money Tampa, FL Aug 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Heather L. Kortekaas
Phone Number: 704-643-2455
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.