CoverProfile

Brian Heinke

Senior Vice President & Retirement Plan Advisor

IMA Wealth Inc

United States, Colorado, Denver

About Me

Brian Heinke is Senior Vice President and Retirement Plan Specialist for IMA Wealth, Inc. in our Denver office. He has experience in both the wholesale and retail sides of the retirement plan industry. Brian’s background includes serving as a 401(k) Client Relationship Manager with BenefitsCorp, Inc., a subsidiary of Great-West Life, and as a Registered Representative with Merrill Lynch, where he focused on marketing and servicing corporate retirement plans. Brian graduated from Colorado State University with a Bachelor of Science in Business Administration, with a concentration in Finance and Marketing. He earned the Accredited Investment Fiduciary® (AIF®) designation through Fi360 in 20

View more

Profile Information

Senior Vice President & Retirement Plan Advisor

IMA Wealth Inc

Investment Team

Investor

Insurance

Denver

Colorado

United States

Aug 8, 2024

More profiles to browse

Profile Photo
Michael A. Waldman
Executive Vice President, Employee Benefits and Retirement Plan Advisor
Profile Photo
Allison Wright
Vice President and Retirement Plan Manager
Profile Photo
Susan Pool
Senior Vice President
Profile Photo
Justin Kittle
Vice President & Portfolio Manager

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation