Broker Check

The Wealthbridge Experience

Founded in 1999, Wealthbridge Partners was created by Corey Heimensen with the goal of balancing freedom of an independent advisor with the value proposition of a strong network.

For both our clients and the advisors we partner with, we stand by a simple mission statement

"We do what we say we will do"

For our advisor partners, we offer flexible continuity and succession planning, backed by a wealth of previous experience and support resources. Our attention to detail and service is why we proudly refer to our service and operations as the Wealthbridge Experience.

Wealthbridge Partners Team

Wealthbridge Partners Team

Left to right, Top to Bottom:
Corey Heimensen (AIF, Financial Advisor), Timothy Kunkel (AIF, Financial Advisor), Caleb Montag (CFP, Financial Advisor), Shardell Teunissen (Operations Manager), Nicole Kruger (Administrative Assistant), Tarah Knobloch (Marketing Specialist), Laureen Schram (Client Services)

The Wealthbridge Advisor Experience

  • We provide access to business building systems and operations to support  our advisors and their practices.
  • A proven track record of partnership for continuity planning to protect an advisor, their family and their clients.
  • Successful partnership through succession planning for an advisor, achieving their goals and providing ongoing service for their clients.

Our 3 Core Principles and Benefits

Actionable Insights

First, we provide Actionable Insights which give clients comfort from knowing they have an experienced advocate assisting them when they need to make difficult financial decisions.

Straight-Forward Planning

Next, we provide Straight-Forward Planning which gives clients the confidence that comes from having a plan in place that is solely benchmarked on their success.

World Class Service

Lastly, we provide World Class Service which provides clients with peace of mind that comes from having an advisor that truly acts as an extension of their family.

Wealthbridge Partners takes great pride in putting together personalized deals for each scenario because no two sellers are alike.  If you are interested in a no obligation continuity or succession plan discussion we encourage you to contact us.  All conversations are held in a completely confidential manner, and we are willing to sign non-disclosure agreements upfront in order to protect the information of the seller.