Christine Heine, financial advisor Minnetonka MN

Christine Heine

CRD Number: 5402320
Current Firm: United Planners' Financial Services Of America A Limited Partner

Christine Heine (CRD# 5402320) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Scottsdale, AZ Dec 2019 - Current 4
Hemingway Wealth Management Minnetonka, MN Dec 2019 - Current 4
Lpl Financial LLC Plymouth, MN Oct 2017 - Dec 2019 2
Wealth Enhancement Brokerage Services Plymouth, MN Oct 2017 - Dec 2019 2
Wealth Enhancement Advisory Services Plymouth, MN Oct 2017 - Dec 2019 2
Border States Electric Albertville, MN May 2016 - Oct 2017 1
Ameriprise Financial Services, Inc. Edina, MN May 2013 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Christine Heine
Phone Number: 480-991-0225
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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