Douglas HenkeCRD Number: 3099965
Current Firm: Gardner Advisors Inc.
Douglas Henke (CRD# 3099965) is an Investment Advisor Representative working at Gardner Advisors Inc. in Woodbury, MN and has over 19 years of experience in the finance industry.
Brown Wealth Management, LLC
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Cfd Investments Inc.||Kokomo, IN||Jan 2013 - Aug 2017||4|
|Creative Financial Designs Inc.||Kokomo, IN||Jan 2013 - Aug 2017||4|
|Primevest Financial Services, Inc.||St. Cloud, MN||May 2011 - Jan 2013||1|
|Iowa Falls State Bank||Iowa Falls, IA||May 2011 - Jan 2013||1|
|Mml Investors Services Inc.||Minneapolis, MN||Apr 2009 - Apr 2011||2|
|Massmutual Financial Group||Minneapolis, MN||Apr 2009 - Apr 2011||2|
|Woodbury Financial Services Inc.||Eagan, MN||Oct 2008 - Apr 2009||< 1|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Dec 2007 - Oct 2008||< 1|
|Tcf Bank||Burnsville, MN||Oct 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management66MILLIONS
Total Number of Accounts737ACCOUNTS
Average Account Value$90,095
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IA, MN, ND, SD, WI
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