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Garrett Heine

3 Years of Experience
Laurel, NE
Broker

Garrett Heine is a registered investment advisor at Cetera Investment Advisers LLC, based in Laurel, NE, with 3 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

303 East 2nd St, Laurel, NE, 68745

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Garrett works as an investment advisor for Security Bank, dedicating full-time hours to this role. He also mentors an investment club at Cedar Catholic High School for minimal time each week, but provides no investment advice.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Wealth Services, LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
October 2022 - October 2024 · 2 yrs
TD Ameritrade, INC.Broker
March 2022 - May 2024 · 2 yrs 2 mos
State Registrations4 states
AZIANESD
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.