Toll-Free: 800-279-6016 | Local: 701-255-6832

320 N 4th St, Bismarck, ND View Locations

Julie Hinsz, Wealth Manager

Julie Hinsz

Education:

Bachelor of Business Administration – University of North Dakota
Double Major in Business Marketing and Management

Family:

Married to Bryan
Son – Nicholas
Daughter – Mia

  • Retirement Planning
  • 401k Rollovers
  • Life & LTC Insurance
  • Tax Planning
  • Traditional & ROTH IRA
  • Employer Retirement Plans

Phone: 701-255-6832

Tuesdays (In Center): 701-764-3158

I enjoy playing volleyball, running, exercising and most importantly watching my children in all of their sporting and music activities.

Professional Credentials:

  • Series 7, 63, 66 and 24 Registrations*
  • Life & Health Insurance licenses
  • Been in the Financial Industry since 1994

*Registrations are held through LPL Financial

Outside Memberships/Activites

  • Served on the Missouri Valley YMCA board of directors since 1998
  • Served on the Missouri Valley Optimist club
  • Member of Good Shepherd Lutheran Church

It’s About You

I thoroughly enjoy working with people to assess their situation and help them plan a strategy for their finances. But this isn’t about money . . . it’s about you, your life, and what you want out of it. Travel? Financial security? A new business venture? Money is just the means to make your goals become a reality. I strive to help you maximize your wealth so that you can spend your time on the important things in life.

Asking someone to help manage your finances and money is a big step – you should feel comfortable with your financial advisor and trust him or her completely. I created this site so you can get to know my financial background and me. If my philosophy and experience are what you are looking for, please contact my office. I would love to get to know you better so I can help make your money do what you want it to.

My Business Philosophy

I consider all of my clients my friends. I get to know them and their families, I understand their goals and dreams, we share our ideas and together we formulate a plan, which we update regularly. In order to provide this personal level of service, I keep my client list to a manageable level. You will not be just a number to me, if I am managing your money!

Visit me on my website at www.RetireWithJulie.com