Unclaimed
Heather Lynne Rinderknecht is a financial professional with over 19 years of experience in the financial services industry. Heather has a strong background in providing financial advice and investment management services to individuals, families, and businesses. She is currently registered with Cetera Investment Advisers LLC and has been active in the industry since 2004. Heather is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IA
10/17/2024 - Present
Cetera Investment Advisers LLC (Cedar Rapids IA)
IA
05/24/2011 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
09/12/2007 - 04/05/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
02/23/2004 - 08/13/2007
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)
IA
Issued 5/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/8/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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