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Michael Andrew Heflin

YES Wealth Management

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About Michael Andrew Heflin

Michael Heflin is a registered representative with YES Wealth Management, located in Mahtomedi, MN. Michael Heflin has been in the financial services industry for over 10 years. Michael Heflin also has experience in Class Action Connection, where they serve as the Founder & CEO. The firm's main office is in Mahtomedi, MN. YES Wealth Management offers a range of financial services, including financial planning and portfolio management for individuals. Michael Heflin is also registered with the state of Minnesota.

Firm Information

Michael Heflin is currently registered with YES Wealth Management. YES Wealth Management is an investment advisor registered with the SEC and located in MAHTOMEDI, MN. The firm has 3 investment adviser representatives and manages approximately $113,408,123 in assets for 352 accounts. YES Wealth Management provides financial planning, pension consulting and portfolio management services to high net worth individuals and other individuals.
YES Wealth Management

86 MAHTOMEDI AVENUE

MAHTOMEDI, MN 55115

$113.41M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Heflin’s Registration & Firm History

MN

12/20/2024 - Present

YES Wealth Management (MAHTOMEDI MN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Andrew Heflin.
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