CRD: 121857
Heinekamp Financial Planning & TAX Service LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1998
- Office Locations
- 1
Office Locations
About Heinekamp Financial Planning & TAX Service LLC
Founded in 1991, Heinekamp Financial Planning & Tax Service (Brownsburg, IN) delivers one-on-one financial planning paired with in-house tax planning and preparation. Services span investment and retirement planning, insurance and estate planning, plus tax and retirement services for small businesses. Investment implementation is primarily through ETF and mutual fund portfolios.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN CHARLES HEINEKAMP
Financial Advisor
- CRD
- #2389833
- Ownership
- 75% or more
DANIEL WILLIAM HEINEKAMP
Certified Financial Planner
- CRD
- #6065434
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,037,663 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,037,663 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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