user avatar

Harold Hinz

Advisor at Wells Fargo Advisors — Beatrice, NE

Updated today

Credentials

Series 66

Experience

15 years

Location

Beatrice, NE 68310

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,136

Across 1,136 offices

Clients per advisor

110 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Harold Hinz is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors. His career includes nearly 16 years of prior service within Wells Fargo entities. He is a 25% owner of Watchtower Wealth Management, LLC, a financial planning practice based in Beatrice, NE, where he also holds co-trustee roles for multiple 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, with tailored recommendations supported by Wells Fargo research and planning tools, and integrates advisory services with other financial products and referral channels.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Beatrice, NE

722 Court Street, 100

Beatrice NE 68310

Advisors at this office

7

Most active in

Nebraska · Texas

Work history

15 years of industry experience

Wells Fargo Advisors

2025 - Present • 1 year

Beatrice, NE

Wells Fargo Clearing

2016 - 2025 • 9 years

Beatrice, NE

WELLS FARGO ADVISORS LLC

2010 - 2016 • 6 years

Beatrice, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul G

Series 63, Series 65

Beatrice, NE

Garnett Investment Strategies

Paul Garnett is a financial advisor with Garnett Investment Strategies in Beatrice, Nebraska, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Primary Wealth Management, LLC since 2016 and previously operated Garnett Insurance Solutions, LLC. Outside of his advisory role, Garnett is involved in several other business activities, including managing family-owned agricultural and business investment ventures and serving on the President's Advisory Council and Foundation Board at Truman State University. Primary Wealth Management, LLC, doing business as Garnett Investment Strategies, provides discretionary investment management and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer plans. The firm uses an active, total-portfolio approach that integrates fundamental, technical, and cyclical analysis with a proprietary model to position portfolios toward undervalued asset classes.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired
user avatar

Traci G

Series 63, Series 66

Beatrice, NE

Garnett Investment Strategies

Traci Garnett Froscheiser is a financial advisor at Garnett Investment Strategies with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has a background that includes work at Broker Dealer Financial Services and managing Garnett Insurance Solutions, LLC. Outside of her advisory role, she volunteers as an ambassador for the Beatrice Area Chamber of Commerce and serves on the boards of the Gage County Humane Society Foundation and NGage, a local economic development group. Garnett Investment Strategies provides discretionary investment management and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm uses an active, total-portfolio approach with a proprietary reversion-to-the-mean model and offers access to multiple investment platforms, including Envestnet’s UMA, APM, and mutual fund/ETF options.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Founder/Business Owner Retired
user avatar

Heather H

Series 66

Beatrice, NE

Edward Jones

Heather Hippen is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Robert M

Series 63, Series 65

Beatrice, NE

Edward Jones

Robert Moran is a financial advisor at Edward Jones with 34 years of industry experience, all spent with the firm since 1992. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Moran serves as vice chair of the Gage County Hospital Authority No. 1 and is a board member of the Beatrice Board of Public Works. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households, pension plans, and charitable organizations. The firm provides a range of advisory services through its nationwide network of over 23,000 financial advisors and offers discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Jody S

CFP®, Series 66

Beatrice, NE

Wells Fargo Advisors

Jody Starr is a CFP® with 12 years of industry experience and is currently affiliated with Wells Fargo Advisors. Prior to joining Wells Fargo Advisors in 2025, Starr worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of financial advising, Starr co-owns a plumbing and HVAC business with a spouse and serves as a board member of the Fairbury Housing Authority. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, special needs, and other niche areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Kimberly B

Series 66

Beatrice, NE

Edward Jones

Kimberly Barnes is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018, with prior experience at Beatrice State Developmental Center and E Energy Adams, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")