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RIA / WealthAdvisorCertified Financial Planner27 years in industry

RAQUEL SUE HINMAN

Advisor at HINMAN FINANCIAL PLANNING, INC.

ERIE, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 4, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HINMAN FINANCIAL PLANNING, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 23, 1999
First registration: Oct 4, 1999
Dual registered: no
Other names: RAQUEL SUE HOAGLUND|RAQUEL S. HINMAN
IAPD individual key: 2460856

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HINMAN FINANCIAL PLANNING, INC.	State registered	Jan 5, 2015	n/a	yes	ERIE, CO	Current employment
THE WEALTH CONSERVANCY, INC.	Independent wealth	Nov 25, 2008	Dec 31, 2014	no	BOULDER, CO	Previous registration
JANICZEK WEALTH MANAGEMENT	Former SEC adviser	Jul 3, 2006	Dec 16, 2008	no	DENVER, CO	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 10, 2004	May 11, 2006	no	DENVER, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 4, 1999	Sep 9, 2003	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE WEALTH CONSERVANCY, INC.	HINMAN FINANCIAL PLANNING, INC.	Dec 31, 2014	Jan 5, 2015	5	Firm change	Other
JANICZEK WEALTH MANAGEMENT	THE WEALTH CONSERVANCY, INC.	Dec 16, 2008	Nov 25, 2008	-21	Firm change	Other
MSI FINANCIAL SERVICES, INC.	JANICZEK WEALTH MANAGEMENT	May 11, 2006	Jul 3, 2006	53	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MSI FINANCIAL SERVICES, INC.	Sep 9, 2003	Aug 10, 2004	336	Firm change	Other

Relationships

Registered with (5)

→ HINMAN FINANCIAL PLANNING, INC.Registered adviserregistration: current employment
Jan 5, 2015 to presentfactForm ADV
→ THE WEALTH CONSERVANCY, INC.Registered adviserregistration: previous registration
Nov 25, 2008 to Dec 31, 2014factForm ADV
→ JANICZEK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 3, 2006 to Dec 16, 2008factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 10, 2004 to May 11, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 4, 1999 to Sep 9, 2003factForm ADV

Dated events

No dated event names this entity yet.