Robert Heck, financial advisor Olympia WA
90 score

Robert Heck

CRD Number: 6244995
Current Firm: Kiley Juergens Wealth Management, LLC

Robert Heck (CRD# 6244995) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Olympia, WA Dec 2015 - Current 2
Kiley Juergens Wealth Management LLC Olympia, WA Sep 2013 - Current 4
Signator Financial Services, Inc/signator Investors Inc. Olympia, WA Sep 2013 - Jan 2015 1
National Alliance Of State Heath Co-ops Washington, DC Jan 2013 - Jul 2013 < 1
Denny Heck For Congress Olympia, WA Aug 2011 - Dec 2012 1
Willamette University Atkinson Gradate School Of Management Salem, OR Jun 2011 - Aug 2011 < 1
Willamette University Salem, OR Jun 2007 - Jun 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Robert D. Heck
Phone Number: 360-350-4747
Firm Website:
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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