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JH

Justin D. Henne

TWELE CAPITAL MANAGEMENT
Minnetonka, MN 55343-9196
Some features on this profile are disabled
CRD#: 6971754
JH

Professional summary

Justin David Henne, who also goes by Justin D Henne, Justin Henne, is a registered financial advisor currently at TWELE CAPITAL MANAGEMENT, INC. located in Minnetonka, Minnesota.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Justin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin D Henne | Justin Henne

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 Justin David Henne's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 30, 2024 - Present

TWELE CAPITAL MANAGEMENT, INC.

Office #1: 5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196
RIA
CRD#: 130239
Minnetonka, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TWELE CAPITAL MANAGEMENT, INC.
TWELE CAPITAL MANAGEMENT, INC.

CRD#: 130239 / SEC#: 801-67477

RIA
Registered Investment Advisory firm - (1/19/2007 Approved)

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
Minnesota
(9/30/2024)

Exams

Current Firm

TC
TWELE CAPITAL MANAGEMENT, INC.
TWELE CAPITAL MANAGEMENT, INC.

CRD#: 130239 / SEC#: 801-67477

RIA
Registered Investment Advisory firm - (1/19/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196
Mailing Address
Phone number
(952) 887-9253
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWELE CAPITAL MANAGEMENT ADV PART 2A (1/6/2026)

Regulatory assets under management

Total Number of Accounts201
AUM (Assets Under Management)$ 578,455,059

Red Flags

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.

Company Information

TWELE CAPITAL MANAGEMENT, INC.

CRD#: 130239Minnetonka, MN 55343-9196

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