Christine Heine
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerDec 2019 to now
- Hemingway Wealth ManagementDec 2019 to now
- United Planners Financial ServicesDec 2019 to now
- LPL Financial LLCOct 2017 to Dec 2019
- Wealth Enhancement Advisory ServicesOct 2017 to Dec 2019
- Wealth Enhancement Brokerage ServicesOct 2017 to Dec 2019
- Border States ElectricMay 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5402320
- Firm CRD
- 20804