Profiel
Mr. Brian D.
Heinke is Senior Vice President at TrueNorth, Inc. He joined TrueNorth in 2005 as Vice President and Client Relationship Manager.
Previously, he was Relationship Manager with BenefitsCorp, Inc., a subsidiary of Great-West Life, from 2003 to 2005.
He was a Registered Representative with Merrill Lynch.
Mr. Heinke graduated from Colorado State University in 1996 with a BS in Business Administration, with a concentration in Finance and Marketing.
In addition, he holds the FINRA Series 7, 66 and 63 examinations for Registered Representatives, as well as Colorado Life and Variable Contracts licenses.
Eerdere bekende functies van Brian D. Heinke
| Bedrijven | Functie | Einde |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Verkoop & Marketing | - |
Opleiding van Brian D. Heinke
| Colorado State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
