Mark Heinen

Financial Advisor at Wells Fargo Advisors

Milwaukee, Wisconsin, United States

About

Helping people with their financial security not only in the Milwaukee area but across the greater United States. Focus is on helping people plan for retirement, build their wealth, and set/meet their goals. This information is intended for use by residents of AL, AZ, CA, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NY, OH, PA, TX, VA, WA, and WI only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  • Financial Advisor at Wells Fargo Advisors
    Sep 2024 - Present · 1 yr 10 mos

  • Account Manager at Echo Global Logistics
    Nov 2021 - Aug 2024 · 2 yrs 10 mos

    ● Manage account relationships by offering creative solutions based on the patterns of companies with $9M+ in freight spending ● Generate value forming and maintaining relationships with individuals in the logistics network that will help improve efficiency while improving profit margins ● Oversee the implementation of 1+ million worth of freight daily while balancing the life of over 3+ million from origination to billing

  • Customer Service Sales Specialist at Conway Shield
    Apr 2021 - Aug 2021 · 5 mos