Best Investors Account Sign in

Jeremy J Herkenhoff

Iwealth

Waseca, MN

Claim This Profile
Current Employers
Iwealth

213 15Th Avenue Ne, Waseca, MN 56093 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-04-29
  • MN RA
    APPROVED
    Since 2026-04-29

Branch Locations

213 15Th Avenue Ne, Waseca, MN 56093 • 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
Two Harbors Investment Corp. Mn MN 01/2016 03/2017
Fidelity Investments Edina MN 03/2024 03/2026
Post Consumer Brands Mn MN 01/2022 03/2024
Unitedhealth Group Mn MN 03/2017 09/2019
Digital River Mn MN 09/2019 12/2021
Shakopee Youth Hockey Association Mn MN 10/2017 03/2023
Fidelity Investments Boston MA 03/2025 03/2026
Lpl Financial Llc Waseca MN 03/2026 Present
Iwealth Waseca MN 03/2026 Present
  • 01/2016 → 03/2017
    Two Harbors Investment Corp.
    Mn, MN
  • 03/2024 → 03/2026
    Fidelity Investments
    Edina, MN
  • 01/2022 → 03/2024
    Post Consumer Brands
    Mn, MN
  • 03/2017 → 09/2019
    Unitedhealth Group
    Mn, MN
  • 09/2019 → 12/2021
    Digital River
    Mn, MN
  • 10/2017 → 03/2023
    Shakopee Youth Hockey Association
    Mn, MN
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Lpl Financial Llc
    Waseca, MN
  • 03/2026 → Present
    Waseca, MN
Previous Registrations
  • 2025-03-31 → 2026-03-12
    Shakopee, MN
    Edina, MN
    St. Paul, MN
    Boston, MA
  • 2024-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
    Shakopee, MN
Other Businesses

1) 2026-03-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - iWealth - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-11 - 160hrs/mth - 130hrs/mth during trading 2) 2026-03-20 - Notary - Notary - Y - at reported business location(s) - 2026-03-11 - 1hrs/mth - 1hrs/mth during trading 3) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) iWealth Financial - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-05-04 - 160hrs/mth - 160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-08
  • S66 Uniform Combined State Law Examination
    2024-08-08
Other Names
  • Jeremy J Herkenhoff
  • Jeremy Herkenhoff

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waseca, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor