Jesse Hinrichs (CRD# 3173207) is an Investment Advisor Representative working at Commonwealth Financial Network in Norfolk, NE and has over 24 years of experience in the finance industry. Jesse Hinrichs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5430169
Wealth Management
CRD# 4485089
Commonwealth Financial Network
CRD# 4319631
Commonwealth Financial Network
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calmwater Financial Group | Norfolk, NE | Dec 2018 - Current | 5 |
| Commonwealth Financial Network | San Diego, CA | Dec 2018 - Current | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2018 | 2 |
| Northwestern Mutual Investment Services, LLC | Norfolk, NE | Sep 1999 - Dec 2018 | 19 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 1999 - Dec 2018 | 19 |
| Northwestern Mutual Investment Services, Llct | Norfolk, NE | Jun 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- NE
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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