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Robert Micheal Heaton

THE HEATON HOPPES GROUP, LLC·CEDAR FALLS, Iowa
Series 6, Series 22, Series 63Clean record24 years registeredTHE 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

CEDAR VALLEY WEALTH ADVISORS
Sep 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 63
Registration record
First registered · September 17, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE HEATON HOPPES GROUP, LLC
CRD 115511 · SEC 801-113740
AUM
$150M
Regulatory assets under management
Employees
2
298 client accounts
Services offered by THE HEATON HOPPES GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE HEATON HOPPES GROUP, LLC →
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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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Karla Renee Hoppes
CEDAR FALLS, IA

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