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Jansen William Hein

AIFG CONSULTANTS LTD.·HALFMOON, New York
Series 65Clean record2 years registeredAIFG CONSULTANTS LTD.
139 MEYER ROAD, HALFMOON, NY 12065CRD# 6161483Firm CRD# 281122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jansen William Hein · HALFMOON, NY
Registration
CRD #6161483 · AIFG CONSULTANTS LTD. · 2 years registered
Brand Profile
Not yet started
01

Career History

SIMMONS CAPITAL GROUP
Jan 2025 – present
STEWARD ADVISORS GROUP, LLC
Nov 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 8, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AIFG CONSULTANTS LTD.
CRD 281122 · SEC 801-106746
AUM
$211M
Regulatory assets under management
Employees
7
1,443 client accounts
Services offered by AIFG CONSULTANTS LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AIFG CONSULTANTS LTD. →
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05

Frequently Asked Questions

What services does Jansen William Hein offer?
Jansen William Hein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HALFMOON, New York for a consultation.
What are Jansen William Hein's credentials?
Jansen William Hein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jansen William Hein located?
Jansen William Hein is based in HALFMOON, New York, working with AIFG CONSULTANTS LTD.. Their office serves clients in the HALFMOON metropolitan area and surrounding communities.
How does Jansen William Hein charge for services?
Jansen William Hein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AIFG CONSULTANTS LTD.?
AIFG CONSULTANTS LTD. has approximately 7 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AIFG CONSULTANTS LTD.

Audra Kearney Higgins
HALFMOON, NY
Darren James Leader
HALFMOON, NY
CFA
Donald Edward Simmons
HALFMOON, NY
CFP
Christine Marie Heroux
HALFMOON, NY

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