Raquel Hinman (CRD# 2460856) is an Investment Advisor Representative working at Hinman Financial Planning, Inc. in Erie, CO and has over 25 years of experience in the finance industry. Raquel Hinman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hinman Financial Planning, Inc. | Erie, CO | Oct 2014 - Current | 9 |
| The Wealth Conservancy, Inc. | Boulder, CO | Nov 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 1999 |
- CO
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Total Assets Under Management58MILLIONS
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Total Number of Accounts173ACCOUNTS
-
Average Account Value$333,975
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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