THE HEATON HOPPES GROUP, LLC

CEDAR VALLEY WEALTH ADVISORS
CEDAR FALLS, Iowa·2 registered advisors·CRD# 115511
SEC# 801-1137400319-266-6507
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Other: INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE HEATON HOPPES GROUP, LLC

2 registered advisors
Karla Renee Hoppes
CEDAR FALLS, Iowa
Robert Micheal Heaton
CEDAR FALLS, Iowa
05

Office Locations

CEDAR FALLS, Iowa
2 advisors

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Data sourced from SEC Form ADV filings. THE HEATON HOPPES GROUP, LLC (CRD# 115511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.