John Heinlein, financial advisor Hunt Valley MD

John Heinlein

CRD Number: 2255057
Current Firm: Connectus Wealth

John Heinlein (CRD# 2255057) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Connectus Wealth Hunt Valley, MD Jan 2021 - Current < 1
Horan & Associates Financial Advisors, L Glen Arm, MD Apr 1995 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for John G. Heinlein
Phone Number: 513-832-5463
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    909
    MILLIONS
  • Total Number of Accounts
    1,389
    ACCOUNTS
  • Average Account Value
    $654,186
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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