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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Heffernan Mimmo is an investment advisor representative currently registered with Corundum Group, Inc. in Colorado and Texas. Courtney has been in the industry since 2013 and has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Courtney's firm offers a variety of services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Courtney is also a Series 65 licensed investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
04/19/2023 - Present
Corundum Group, Inc. (COLORADO SPRINGS CO)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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