Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Heflin is an Investment Advisor Representative with YES Wealth Management. James has been in the industry since January 2015 and holds the Series 65 license. James is licensed in Minnesota and Texas. James specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. YES Wealth Management is headquartered in Mahtomedi, Minnesota and has approximately $113.4 million in assets under management.
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.
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
MN
09/20/2019 - Present
YES Wealth Management (MAHTOMEDI MN)
IA
Issued 01/27/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure James Heflin is the right advisor for you? Invested Better is here to help.
