Robert Heck, financial advisor Olympia WA
89 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Robert D. Heck
Phone Number: 360-350-4747
Firm Website: http://www.kj-wm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    1,780
    ACCOUNTS
  • Average Account Value
    $139,283
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

AZ, CA, LA, OR, TX, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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