Justin David Henne
Investment adviser representative at Twele Capital Management, Inc.
22 yearsExperience
1 stateRegistered in
CFADesignation
$578.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Twele Capital Management, Inc.Jul 2022 to now
- Parametric Portfolio AssociatesJan 2004 to Jun 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Twele Capital Management, Inc.
$578.5MAssets managed
67Clients
3Advisers
19 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
- 6971754
- Firm CRD
- 130239