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Justin David Henne

Twele Capital Management, Inc.

Minnetonka, MN

CRD 6971754

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Employer firm

Twele Capital Management, Inc. CRD 130239

$578M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Twele Capital Management, Inc.

5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-09-30
  • MN RA
    APPROVED
    Since 2024-09-30

Branch Locations

5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twele Capital Management Minnetonka MN 07/2022 Present
Parametric Portfolio Associates Edina MN 01/2004 06/2022
  • 07/2022 → Present
    Twele Capital Management
    Minnetonka, MN
  • 01/2004 → 06/2022
    Parametric Portfolio Associates
    Edina, MN
Designations
  • Chartered Financial Analyst
Other Names
  • Justin Henne
  • Justin D Henne

View on SEC IAPD

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

More in Minnetonka, MN

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