Robert HeckCRD 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 3 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|Signator Investors, Inc.||Olympia, WA||Dec 2015 - Current||1|
|Kiley Juergens Wealth Management LLC||Olympia, WA||Sep 2013 - Current||3|
|Signator Financial Services, Inc.||Bellevue, WA||Sep 2013 - Current||3|
|Unemployed||Olympia, WA||Jul 2013 - Sep 2013||< 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|
|Willamette University||Salem, OR||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management248MILLIONS
Total Number of Accounts1,780ACCOUNTS
Average Account Value$139,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
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