Adam Heinlein is a CFP, ChFC-designated registered investment advisor, based in Grand Ledge, MI, with 40 years of industry experience.
Location
15190 Wright Road, Grand Ledge, MI, 48837
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an independent insurance agent for various companies, dedicating minimal time to this. He also serves as president for Lutheran Financial Services, Inc. and Cambridge RIA, taking up nearly all of his time, and is involved in various other businesses including real estate, equipment rental, and agriculture, each requiring minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.