Jeffery Heintz, financial advisor Davenport IA
88 score

Jeffery Heintz

CRD Number: 6386681
Current Firm: Waddell & Reed

Jeffery Heintz (CRD# 6386681) is an Investment Advisor Representative working at Waddell & Reed in Davenport, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurnace Carriers For W & R Insurance Agencies Hampton, IL Feb 2015 - Current 1
Waddell & Reed, Inc. Davenport, IA Aug 2014 - Current 2
Unemployed Hampton, IL Jun 2014 - Aug 2014 < 1
Allied Valve,inc Riverdale, IA Dec 2012 - Jun 2014 1
Unemployed Hampton, IL Oct 2011 - Dec 2012 1
Qc Metal Pickling/ Vision Pickling East Moline, IL Jan 2008 - Oct 2011 3
Alro Steel Wauwatusa, WI May 2007 - Jan 2008 < 1
Unemployed Hampton, IL Apr 2007 - May 2007 < 1
Corus International (formely British Steel) Schaumburg, IL Sep 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Jeffery K. Heintz
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • IL
  • IA
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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