Brad Heindel, financial advisor Princeton NJ
96 score

Brad Heindel

CRD Number: 3078426
Current Firm: Kb Financial Partners, LLC

Brad Heindel (CRD# 3078426) is an Investment Advisor Representative working at Kb Financial Partners, LLC in Princeton, NJ and has over 18 years of experience in the finance industry. Brad Heindel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kb Financial Partners, LLC Princeton, NJ Feb 2012 - Current 4
M Holding Securities, Inc. Portland, OR Feb 2012 - Current 4
Axa Advisors, LLC New York, NY Apr 2005 - Feb 2012 6
Kb Financial Partners, Llc F/k/a Karr Barth Private Client Group Princeton, NJ Apr 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Brad K. Heindel
Phone Number: 609-514-4700
Registered State(s):
  • LA
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States


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

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