Douglas Henke
Douglas Henke is a registered investment advisor at Pine to Palm Financial, LLC, based in Clermont, FL, with 27 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 50 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Location
Clermont, FL
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2025Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Douglas works as a financial advisor selling and servicing annuities and life insurance since March 2022. This takes about half of his time, with about a quarter of his time spent during securities trading hours.
Employment History
Current Registrations
Pine to Palm Financial, LLC
Previous Registrations
Brookstone Capital Management LLC
Brookstone Capital Management LLC
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Gardner Advisors INC.
Gardner Financial Services, INC.Broker
American Investors Group, INC.
American Investors Group, INC.Broker
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
MML Investors Services, LLCBroker
Woodbury Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
American Investors Group, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Fintegra, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.