David Heinle, financial advisor Naperville IL

David Heinle

CRD Number: 1935153
Current Firm: T2 Asset Management, LLC

David Heinle (CRD# 1935153) is an Investment Advisor Representative working at T2 Asset Management, LLC in Naperville, IL and has over 32 years of experience in the finance industry. David Heinle 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
T2 Asset Management, LLC Oakbrook Terrace, IL Mar 2015 - Current 9
Nylife Securities LLC Downers Grove, IL Oct 2013 - Nov 2015 2
New York Life Ins. Company Downers Grove, IL Aug 2013 - Nov 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
Contact Info for David C. Heinle
Phone Number: 888-354-8499
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $244,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, KY, NJ, OH, PA

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