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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 230 clients, or 76.7 clients per representative. That equates to $230.6K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Heinekamp Financial Planning & TAX Service LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN CHARLES HEINEKAMP
Financial Service Professional
- 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
SMA allocation detail is available
Heinekamp Financial Planning & TAX Service LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.