Specialties
About Me
With a mission to challenge the status quo in the finance industry, I aim to redefine the narrative that financial advisory services are exclusively available to the high net worth.
I firmly believe that everyone should have access to expert financial guidance, regardless of their financial standing. This unwavering commitment drives her to help clients take the necessary steps to build a secure and prosperous financial future. My approach to financial advising is deeply rooted in empathy and a genuine desire to see her clients succeed. I promise to go above and beyond to provide strategic advice and support tailored to each client's unique needs and goals. We take a comprehensive approach ensures that clients feel empowered and equipped to make informed financial decisions.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Kelly Heinen is an Insurance Agent of NM and NLTC, a Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to NM, the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites.