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Credentials
Series 63, Series 65
Experience Industry experience
4 years
Location
Hartington, NE 68739
Cetera
Institution
Garrett Heine is an investment advisor at Cetera with four years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he mentors a new investment club at Cedar Catholic High School in Hartington, NE. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Hartington, NE 313 S Robinson Ave Suite B
313 S Robinson Ave Suite B
Hartington NE 68739
Advisors at this office
1
Nebraska
4 years of industry experience
Cetera
2024 - Present • 2 years
Schaumburg, IL
Security Bank
2024 - Present • 2 years
Hartington, NE
Cetera Wealth Services, LLC
2024 - Present • 2 years
El Segundo, CA
Charles Schwab
2022 - 2024 • 2 years
Omaha, NE
TD Ameritrade
2021 - 2022 • 1 year
Omaha, NE
Unemployed
2021 - 2021 • 1 year
Omaha, NE
Onestaff Medical
2020 - 2021 • 1 year
Omaha, NE
Heine Farms Feedyard
2019 - 2020 • 1 year
Fordyce, NE
Five Rivers Cattle Company
2018 - 2018 • 1 year
Kersey, CO
University of Nebraska Lincoln
2015 - 2019 • 4 years
Lincoln, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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