Profil
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.
Anciens postes connus de Brian D. Heinke
| Sociétés | Poste | Fin |
|---|---|---|
| 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. | Sales & Marketing | - |
Formation de Brian D. Heinke
| Colorado State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
