David Heine (CRD# 6056054) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Norwood, MN and has over 11 years of experience in the finance industry. David Heine 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# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 5002363
Lundeen Abrams Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Securities, Inc. | Akron, OH | Sep 2022 - Current | 1 |
| Valmark Advisers | Akron, OH | Sep 2022 - Current | 1 |
| Sls Inc. | Glencoe, MN | Nov 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Glencoe, MN | Nov 2019 - Sep 2022 | 2 |
| Avantax Advisory Services | Glencoe, MN | Nov 2019 - Sep 2022 | 2 |
| Avantax Insurance Agency, LLC | Glencoe, MN | Nov 2019 - Sep 2022 | 2 |
| Pruco Securities, LLC | St. Louis Park, MN | Apr 2012 - Nov 2019 | 7 |
| Prudential Advisors-twin Cities Financial Group | St. Louis Park, MN | Apr 2012 - Nov 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- AZ
- CO
- FL
- MN
- NC
- SD
- TX
- UT
- WA
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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