Karina
Hinkelmann

Mg&A Wealth

CRD#6170793
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Karina Hinkelmann is a financial advisor working in Fort Lauderdale, Florida, who has 5 years of industry experience. Hinkelmann is on the advisory team at Mg&A Wealth. Over the course of their career, Hinkelmann has held roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Hsbc Bank Usa, N.A, Hsbc Securities (Usa) Inc, Sa Stone Wealth Management Inc, Meg Green & Associates, Inc and Meg Green & Associates, Inc D/B/A Mg&A Wealth. Hinkelmann maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Mg&A Wealth is a financial advisory firm operating out of Fort Lauderdale, FL. It has $709 million in assets among its 1,113 accounts, placing it among the larger firms in the United States by assets under management. Of its 1,113 customer accounts, 90% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the type of services offered. Fee types billed by Mg&A Wealth most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8151 Peters Road Suite 3200
Fort Lauderdale, FL 33324

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Mg&A Wealth Brokerage Details

Total Assets Under Management

$709,195,186

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

1,113

FL Average: 2,474
Average Account Size

$637,192

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Karina Hinkelmann Work History

Karina has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Meg Green & Associates, Inc D/B/A Mg&A Wealth

2017 - Present (7 years)

Sa Stone Wealth Management Inc

2017 - 2018 (1 year)

Meg Green & Associates, Inc

2016 - 2017 (1 year)

Hsbc Bank Usa, N.A

2016 - 2017 (1 year)

Hsbc Securities (Usa) Inc

2013 - 2016 (3 years)

Jp Morgan Securities LLC

2011 - 2016 (5 years)

Jpmorgan Chase Bank

*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 Karina Hinkelmann 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 Mg&A Wealth

Scott Lam
Fort Lauderdale, FL
Karina Hinkelmann
Fort Lauderdale, FL
James O'Halloran
Fort Lauderdale, FL
Hugo Calenzani
Fort Lauderdale, FL
Todd Battaglia
Fort Lauderdale, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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