Heather Holben Stork Ms.
Professional Summary
Heather Holben Stork MS., who also goes by Heather Lynne Holben Ms., Heather Lynne Holben, was a registered financial advisor. Heather was a previously registered financial professional and started their career in finance 2001 - 2025. Heather had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Heather Lynne Holben Ms., Heather Lynne Holben
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
THE HOLBEN GROUP, LLC
Contact Information
Main Address
2000 S. Colorado Blvd Tower 2, Suite 200, Denver, CO 80222Phone Number
(303) 691-1970# of Employees
4Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/15/2024 | Cover Page | Report |
| 11/01/2024 | Cover Page | Report |
| 01/25/2024 | Cover Page | Report |
| 06/16/2023 | Cover Page | Report |
| 10/24/2022 | Cover Page | Report |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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