Garrett Heine
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hartington, NE 68739
Credentials
Series 63, Series 65
Industry experience
4 years
About
Garrett Heine is an investment advisor with Cetera, holding Series 63 and Series 65 licenses and three 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. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party managed portfolios.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
313 S Robinson Ave Suite B
Hartington, NE 68739
Most active in
Garrett H has reported serving >5 clients in these states in the last 12 months.
Nebraska
Work history
Cetera
2024 - Present (2 years)
Security Bank
2024 - Present (2 years)
Cetera Wealth Services, LLC
2024 - Present (2 years)
Charles Schwab
2022 - 2024 (2 years)
TD Ameritrade
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Onestaff Medical
2020 - 2021 (1 year)
Heine Farms Feedyard
2019 - 2020 (1 year)
Five Rivers Cattle Company
2018 - 2018 (1 year)
University of Nebraska Lincoln
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Matthew D
Series 63, Series 66
Hartington, NE
Cetera
Matthew Dresden is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at several firms including Summit Financial Group Inc and Security Wealth Strategies. Outside of his advisory roles, Dresden serves on the boards of Holy Trinity Catholic Church and Northeast Community College Foundation. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.
Jeffrey L
Series 66
Coleridge, NE
Edward Jones
Jeffrey Litel is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked for nearly two decades with the Yucaipa-Calimesa Joint Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
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