Unclaimed
John Hinz is a financial advisor with over 40 years of experience in the industry. John has a broad range of experience with the focus on individuals and families. John holds the Series 7, Series 63, and SIE licenses, as well as the CFP designation. John is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Plymouth, Minnesota. Before joining Cambridge Investment Research Advisors, Inc. John was a Registered Representative with Summit Brokerage Services, Inc. for one year. John was also a Registered Representative with VSR Financial Services, Inc. for 25 years. Before that, John was employed by Anchor National Financial Services, Inc. and Guardian Investor Services Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
08/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Plymouth MN)
MN
09/01/2016 - 08/09/2017
SUMMIT BROKERAGE SERVICES, INC. (PLYMOUTH MN)
MN
06/04/1991 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (PLYMOUTH MN)
NA
03/16/1988 - 06/04/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
06/19/1985 - 03/26/1988
HUTCHISON FINANCIAL CORPORATION
NA
03/09/1978 - 07/19/1985
GUARDIAN INVESTOR SERVICES CORPORATION
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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