Heather Rae Hinrichs

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 01/2017
  Financial West Group
  Westlake Village, CA
• 02/2022 → Present
  Zions Bank
  Salt Lake City, UT
• 01/2017 → 07/2019
  Cal Private Bank
  El Segundo, CA
• 07/2019 → 12/2020
  Spf Capital
  El Segundo, CA
• 01/2021 → 01/2022
  Unemployed
  Salt Lake City, UT
• 12/2024 → Present
  Lpl Financial
  Salt Lake City, UT

Other Businesses

1- 11/2024 / Zions Wealth Advisors / DBA for LPL Business (entity for LPL business) / Inv Rltd 2- 11/2024 / Zions Bank / Notary / Inv Rltd / 1 hrs mnth / 1 hrs during trading / start 03/22/2022 3- 11/2024 / Zions Bank / Financial Institution Duty / Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 01/31/2022

Exams

• S66 Uniform Combined State Law Examination
  2025-07-01
• S63 Uniform Securities Agent State Law Examination
  2015-01-09

Other Names

• Heather Rae Maio
• Heather Olson
• Heather Rae Olson