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Robert Micheal Heaton

THE HEATON HOPPES GROUP, LLC·CEDAR FALLS, Iowa
Clean recordTHE HEATON HOPPES GROUP, LLC
411 VIKING ROAD, CEDAR FALLS, IA 50613CRD# 1674580Firm CRD# 115511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Micheal Heaton · CEDAR FALLS, IA
Registration
CRD #1674580 · THE HEATON HOPPES GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Micheal Heaton is a registered financial advisor based in CEDAR FALLS, Iowa, affiliated with THE HEATON HOPPES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE HEATON HOPPES GROUP, LLC
CEDAR VALLEY WEALTH ADVISORS
AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THE HEATON HOPPES GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE
Regulatory
SEC/IARD CRD# 1674580
Firm CRD# 115511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Micheal Heaton offer?
Robert Micheal Heaton specializes in Financial Planning, Investment Management. Contact their office in CEDAR FALLS, Iowa for a consultation.
What are Robert Micheal Heaton's credentials?
Robert Micheal Heaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Micheal Heaton located?
Robert Micheal Heaton is based in CEDAR FALLS, Iowa, working with THE HEATON HOPPES GROUP, LLC. Their office serves clients in the CEDAR FALLS metropolitan area and surrounding communities.
How does Robert Micheal Heaton charge for services?
Robert Micheal Heaton's firm is compensated through percentage of aum, hourly charges, other: initial administrative fee; contribution and distribution fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE HEATON HOPPES GROUP, LLC?
THE HEATON HOPPES GROUP, LLC has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE HEATON HOPPES GROUP, LLC

Karla Renee Hoppes
CEDAR FALLS, IA

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