Steven Heiny (CRD# 7453947) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brimley, MI and has over 2 years of experience in the finance industry.
CRD# 5611581
Hantz Financial Services, Inc.
CRD# 2439579
Lpl Financial LLC
CRD# 5594903
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2021 - Current | 2 |
| Unemployment And Self Employed | Brimley, MI | Jun 2021 - Oct 2021 | < 1 |
| Bangor Region Ymca | Bangor, ME | Feb 2018 - Jun 2021 | 3 |
| Ymca Camp Pepin | Stockholm, WI | Dec 2016 - Feb 2018 | 1 |
| Ymca Camp Ohiyesa | Holly, MI | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MI
- TX
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Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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