Clint Heine
- Role
- Retirement Plan Consultant at Sageview Advisory Group
- Location
- Lombard, IL, US
- LinkedIn followers
- 500 followers
About Clint Heine
SageView Advisory Group is an independent Registered Investment Advisor (RIA), registered…
Experience
Retirement Plan Consultant
Jan 2009 — Present
Clint is the lead consultant for SageView Advisory Group in greater Chicago area. He specializes in the following areas:* Assist in formalization of due diligence process & procedures * investment monitoring (selection & de-selection of funds)* investment policy * vendor search & selection;* education & communications * vendor relations * plan design & compliance consulting In 2010, Clint was recognized as one of the “300 Most Influential Advisors in Defined Contribution” by 401kWire. Additionally, Clint currently holds the Accredited Investment Fiduciary designation from the fi360 organization. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Sageview Advisory Group, LLC. Cetera is under separate ownership from any other named entity.
Skills
- Profit Sharing
- Asset Allocation
- Erisa
- Deferred Compensation
- Qualified Retirement Plans
- Investments
- Finra
- Retirement Plan Consulting
- Investment Advisory
- Series 63
- Series 6
- Defined Benefit
- Series 65
- Mutual Funds
- Employee Benefits
- 401k
- Retirement Planning
- Retirement
- Defined Contribution
- Pensions
- Financial Advisory
- Investment Advisory Services
- Securities
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