Bio
Generated by
Topline AI
Heather Rinderknecht is a seasoned financial professional with extensive experience in life and health insurance, investments, and retirement planning. She holds various licenses, including Series 7 and Series 24, and has worked in compliance and operations roles at top financial institutions.
With over 12 years of experience in the industry, Heather has developed a strong expertise in fixed annuities, mutual funds, and variable annuities. She has also worked with clients to review and implement insurance products, including fixed life insurance products.
Heather is currently a Registered Principal at Guide Wealth Partners, where she has been working since August 2023. Prior to that, she held roles at Securian Advisors MidAmerica, Inc. and Transamerica Life Insurance Company.
Experience
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Guide Wealth Partners
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Cedar Rapids, Iowa, United States
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Registered Principal
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Aug 2023 - Present
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Cedar Rapids, Iowa, United States
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Director of Investment Advisory Operations
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Feb 2014 - Aug 2023
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Administrative Assistant
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Apr 2011 - Feb 2014
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Transamerica Life Insurance Company
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Cedar Rapids, Iowa Area
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Advertising Compliance Specialist
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Aug 2007 - Apr 2011
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Cedar Rapids, Iowa Area
Reviewed advertising for all fixed life insurance products. Also provided review of materials used for various agent training classes.
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Registered Principal - Compliance
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Nov 2003 - Aug 2007
Reviewed representative advertising submissions to make sure they followed FINRA advertising regulations
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Receptionist
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2003 - 2003
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Education
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1997 - 2000University of Iowa
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1995 - 1997Northeast Iowa Commnity College - Peosta
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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