Timothy Heisterkamp, financial advisor Jefferson IA
96 score

Timothy Heisterkamp

CRD Number: 2990304
Current Firm: Cambridge Investment Research Advisors, Inc.

Timothy Heisterkamp (CRD# 2990304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jefferson, IA and has over 20 years of experience in the finance industry. Timothy Heisterkamp 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
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2017 - Current < 1
Investment Centers Of America, Inc. Jefferson, IA Nov 1997 - Oct 2017 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for Timothy J. Heisterkamp
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • 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, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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