Asset Management

 

Jamie Henning
Registered Representative
 

  

Kathy Heim
Registered Representative 

Commonwealth Financial Network®

Jamie Henning is an Investment Representative in the American National Bank’s affiliate, American National Wealth Management. Jamie is also a Registered Representative and Investment Adviser of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Jamie has over 20 years of experience in the investment area, and over 25 years of experience in the financial services industry. 

Commonwealth Financial Network®

Kathy Heim is a Registered Representative in the American National Bank’s affiliate, American National Wealth Management. Kathy is also a Registered Representative of Commonwealth Financial Network, member FINRA/SIPC. Kathy has over 20 years of experience in the financial services industry and currently also oversees The American National Bank’s Trust Services

Our Approach

The approach we use to help our clients if very unique. It is centered around one thing; providing sound financial advice based on your individual needs, goals and objectives.

At the heart of working with clients is the need to be ‘on the same page’. Much has changed in the last 20 years and our methods , products and services have changed as well to accommodate that change.

Our Focus in working with clients revolves around:

Getting to know you

Before any investments are made, we will get to know more about your objectives, goals, assets, income (both current & future) in order to be in the best position to be able to recommend the appropriate product or service.

Education

It is important for us to be ‘on the same page’ regarding basic investment concepts. Helping clients navigate through the vast number of financial products, what they are and how they may fit your needs, is necessary to allow clients to feel comfortable with the investments they make.

Asset Allocation

Portfolio management is generally done using Active Management which incorporates Asset Allocation, Modern Portfolio Theory, Multiple Fund Managers, and Regular Rebalancing.

Some of the services we offer include:

  • Retirement Income Planning
  • Rollovers
  • Estate Planning
  • Long-Term Care Insurance
  • Preferred Portfolio Services 

We welcome the opportunity to sit down and get to know you. Please contact Jamie or Kathy at 920-885-2700 or email them at jhenning@cfnmail.com or kheim@cfnmail.com

Jamie Henning offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.  Kathleen Heim offers securities through Commonwealth Financial Network®, member FINRA/SIPC.  

Fixed insurance products and services offered through American National Wealth Management. 

Not FDIC Insured, Not Bank Guaranteed, May Lose Value.

This communication is strictly intended for individuals residing in the states of WI, FL, IL, IN, MI, MN. No offers may be made or accepted from any resident outside of these states due to various state regulations and registration requirements regarding investment products and services.