HB
HB

Heather Mae Rypkema Bjorgaard

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

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Location

203 Henrietta Ave N, Park Rapids, MN, 56470-2617

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Heather works full-time as an Executive Assistant/Financial Advisor for Golden State Equity Partners, LLC and Arise Wealth Management dba Golden State Equity Partners. She also works minimal time as a resident insurance producer.

Employment History
Current Registrations
Golden State Equity Partners, LLC
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.