Heritage Financial Group — White Bear Lake, MN
Marketing Brand4647 White Bear Parkway, White Bear Lake, MN 55110
Jim is president and founder of Heritage Financial Group and has worked extensively in the financial services industry since 1977.
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
Source: SEC Form ADV filings and FINRA BrokerCheck
Brand Information
Advisors Under This Brand(1)
These advisors use the Heritage Financial Group brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.