Keith Heinze, financial advisor Greendale WI
43 score

Keith Heinze

CRD Number: 1342926
Current Firm: Secure Investment Management, LLC

Keith Heinze (CRD# 1342926) is an Investment Advisor Representative working at Secure Investment Management, LLC in Greendale, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Secure Investment Management, LLC Tucson, AZ Jun 2017 - Current < 1
Jd Mellberg Financial, LLC Tucson, AZ Jun 2017 - Current < 1
Global Financial Private Capital, LLC Sarasota, FL Mar 2010 - Current 8
Central Financial Services Wawwtosa, WI Nov 1998 - Current 19
American National Insurance Company Big Bend, WI Dec 1996 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Investigation
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Keith T. Heinze
Phone Number: 520-269-4003
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    1,805
    ACCOUNTS
  • Average Account Value
    $61,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
43

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