Robert Heaton, financial advisor Cedar Falls IA

Robert Heaton

CRD Number: 1674580
Current Firm: Cedar Valley Wealth Advisors

Robert Heaton (CRD# 1674580) is an Investment Advisor Representative working at Cedar Valley Wealth Advisors in Cedar Falls, IA and has over 36 years of experience in the finance industry. Robert Heaton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cedar Valley Tax & Accounting Cedar Falls, IA Jul 2014 - Current 9
Cedar Valley Wealth Advisors Cedar Falls, IA Jul 2001 - Current 22
Heaton Adams & Company, Pc Waterloo, IA Jun 1986 - Jun 2014 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for Robert M. Heaton
Phone Number: 319-266-6507
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $503,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IA

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