Julie Hinsz, Wealth Manager

Julie Hinsz, Wealth Manager

Education:

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

Family:

  • Married to Bryan
  • Son – Nicholas
  • Daughter – Mia

Services:

  • Retirement Planning
  • IRA Planning – Traditional, ROTH and 401(k)
  • Lump Sum Distributions
  • Life & LTC Insurance
  • Tax Strategy Planning
  • Employer Retirement Plans

In-Center (Tuesdays)

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 and 24 Registrations*
  • Series 66 Registrations **
  • Life & Health Insurance licenses
  • Been in the Financial Industry since 1994
  • 2005-2017 – Investment Centers of America, Inc.
  • 2017 – Present – LPL Financial

*Registrations held through LPL Financial

** Registrations held through LPL Financial and Goss Advisors.

Outside Membership /Activities:

  • Served on the Missouri Valley YMCA board of directors
  • 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 independence? A new business venture? Money is just the means to help make your goals possible. I strive to help you build 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