Branden
Heins

Assetmark, Inc

CRD#7272185
Investment Advisor
in Concord, CA

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About this Advisor

Branden Heins is a financial advisor working in Concord, California with a total of 1 year of relevant experience. Heins is an advisor for Assetmark, Inc. Throughout their career, Heins has worked at State Street Global Advisors Trust Company, State Street Global Advisors Funds Distributors, LLC, Orion Advisor Solutions, Gerit Schell State Farm, Union Bank & Trust, United States Senator Deb Fischer, Oak Hills Country Club, Ups Store, Dairy Queen, Chick-Fil-A, Millard West High School, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Assetmark Financial Holdings, Inc and Assetmark Brokerage, LLC. Heins has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Arizona. Assetmark, Inc is a registered investment firm headquartered in Concord, CA. It has offices in four locations and a total of 752 people on staff. It controls $55 billion in total assets across its 344,691 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 1,151 charitable organizations. Of its 344,691 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. Assetmark, Inc has a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Assetmark, Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1655 Grant Street 10Th Floor
Concord, CA 94520-2445

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

CA Average: $7,578,581,321
Total Number of Employees

752

CA Average: 43
Total Number of Accounts

344,691

CA Average: 3,727
Average Account Size

$160,188

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Branden Heins Work History

Branden has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Assetmark Financial Holdings, Inc

2022 - Present (2 years)

Assetmark Brokerage, LLC

2021 - 2021 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Bank Of America, N.A

2020 - 2021 (1 year)

State Street Global Advisors Trust Company

2020 - 2021 (1 year)

State Street Global Advisors Funds Distributors, LLC

2020 - 2020 (< 1 year)

Orion Advisor Solutions

2019 - 2020 (1 year)

Gerit Schell State Farm

2018 - 2019 (1 year)

Union Bank & Trust

2018 - 2018 (< 1 year)

United States Senator Deb Fischer

2015 - 2018 (3 years)

Oak Hills Country Club

2014 - 2015 (1 year)

Ups Store

2014 - 2014 (< 1 year)

Dairy Queen

2014 - 2014 (< 1 year)

Chick-Fil-A

2012 - 2014 (2 years)

Millard West High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Branden Heins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Assetmark, Inc

Joy Walker
Sarasota, FL
Adrianna Beach
Phoenix, AZ
Michael Rossi
Concord, CA
Justin Dirito
Plymouth, MA
Dylan Schlott
Concord, CA
Eric Burkhardt
Concord, CA
Nora Gillis
Concord, CA
Mindy Foulger
Concord, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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