Raquel S. Hinman

HINMAN FINANCIAL PLANNING

Erie, CO 80516

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CRD#: 2460856

Professional summary

Raquel Sue Hinman, CFP®, who also goes by Raquel S. Hinman, Raquel Sue Hoaglund, is a registered financial advisor currently at HINMAN FINANCIAL PLANNING, INC. located in Erie, Colorado.

Raquel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Raquel has worked at 8 firms and has passed the Series 66, Series 7 and Series 24 exams.

Biography

A Colorado native, Raquel graduated from the University of Colorado with a degree in Finance in 1992, earned her CFP® designation in 1998, and has spent her entire career in the financial services industry.  She is a member of FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), NAEPC (National Association of Estate Planning Councils), and the XY Planning Network.   She is a board member and Past Chair of Mental Health Partners and serves as a mentor at the CU/Leeds School of Busines.  She lives in Erie with her husband and two teenage boys.  In her spare time, Raquel enjoys running, reading, and watching basketball.

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Life Transitions

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Raquel S. Hinman | Raquel Sue Hoaglund

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raquel Sue Hinman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

January 5, 2015 - Present

HINMAN FINANCIAL PLANNING, INC.

Office #1: 568 Briggs Street, Erie, CO 80516

RIA

CRD#: 173844

Erie, CO

Past

November 25, 2008 - December 31, 2014

THE WEALTH CONSERVANCY, INC.

RIA

CRD#: 112024

BOULDER, CO

Past

July 3, 2006 - December 16, 2008

JANICZEK WEALTH MANAGEMENT

RIA

CRD#: 107156

GREENWOOD VILLAGE, CO

Past

August 10, 2004 - May 11, 2006

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

DENVER, CO

Past

August 9, 2004 - May 11, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 9, 2004 - May 11, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

October 3, 2003 - May 19, 2004

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

October 4, 1999 - September 9, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DENVER, CO

Past

February 3, 1999 - September 9, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

December 14, 1994 - December 22, 1998

PORTFOLIO BROKERAGE SERVICES, INC.

CRD#: 18554

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/13/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2006

General Securities Principal Examination

Current Firm

HINMAN FINANCIAL PLANNING, INC.

CRD#: 173844 / SEC#:

Colorado

Registered Investment Advisory firm - (1/5/2015 Approved)

Texas

Registered Investment Advisory firm - (11/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

568 Briggs Street, Erie, CO 80516

Mailing Address

Po Box 1158, Erie, CO 80516-1158

Phone number

(720) 460-0908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 63,725,186

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

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Raquel S. Hinman

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raquel Sue Hinman's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WEALTH CONSERVANCY, INC.

JANICZEK WEALTH MANAGEMENT

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

STATE FARM VP MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PORTFOLIO BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/1999

Series 7

Date: 12/13/1994

Series 24

Date: 1/6/2006

Current Firm

HINMAN FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HINMAN FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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