JH
CFP · ChFC
JH
CFP · ChFC

Jesse Hinrichs

26 Years of Experience
Norfolk, NE
BrokerSells Insurance

Jesse Hinrichs is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Norfolk, NE, with 26 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

Loading...

Location

3204 West Benjamin Ave, Suite 200, Norfolk, NE, 68701

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jesse sells fixed insurance, dedicating about a quarter of their time to this activity. Jesse also co-owns Mach 1 Ranch, LLC and owns JTH Investment Services, Inc., a private entity for securities, advisory, and insurance business, dedicating full-time hours to the latter.

Employment History
Current Registrations
Commonwealth Financial Network
December 2018 - Present · 7 yrs 5 mos
Commonwealth Financial NetworkBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2013 - December 2018 · 5 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
February 2000 - December 2018 · 18 yrs 10 mos
State Registrations16 states
AKALCACOFLGAIAILMDNENVOHSCSDTXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jesse Hinrichs - Financial Advisor | TrueAdvisor