Gary Breitbarth, financial advisor Onawa IA
93 score

Gary Breitbarth

CRD Number: 3087498
Current Firm: Heacock & Jones Financial Services, Inc.

Gary Breitbarth (CRD# 3087498) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Onawa, IA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Gary L. Breitbarth, Cpa Onawa, IA Jun 2003 - Current 14
Heacock & Jones Financial Services, Inc. Dubuque, IA May 2003 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Gary L. Breitbarth
Phone Number: 563-585-1400
Registered State(s):
  • IA
  • NE
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
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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