John Heitkamp, financial advisor Portland IN
90 score

John Heitkamp

CRD Number: 6145698
Current Firm: Cetera Investment Advisers LLC

John Heitkamp (CRD# 6145698) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Portland, IN and has over 3 years of experience in the finance industry.

Similar Advisors
Michael Engels, financial advisor Portland IN
Michael B. Engels
CRD# 3075282
Edward Jones
Score
96
Similar Advisors
William Isaacs, financial advisor Portland IN
William T. Isaacs
CRD# 3055172
Signator Investors, Inc.
Score
96
Similar Advisors
Kathryn Kaster, financial advisor Portland IN
Kathryn R. Kaster
CRD# 4396976
On Investment Management Co
Score
96
Company Name Location Dates Years
Cetera Investment Advisers LLC Richmond, IN Jan 2014 - Current 2
Cetera Investment Services St.cloud, MN Dec 2012 - Current 4
First Merchants Bank Portland, IN Oct 2012 - Current 4
Pioneer Packaging Portlad, IN May 2008 - Sep 2012 4
Jay School Corp. Portland, IN Jan 2001 - May 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for John M. Heitkamp
Phone Number: 888-528-2987
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from John Heitkamp and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.