Rhonda Heineman
Rhonda Heineman is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Palm Desert, CA, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Palm Desert, CA
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Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Rhonda is an independent insurance agent for various companies, spending minimal time on this activity. She also works as an advisory representative of an RIA, dedicating nearly full-time hours, and is the owner of Heineman Financial Strategies, spending more than full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Fbs Investment Services, INC.Broker
Financial Network Investment CorporationBroker
Investment Management & Research, INCBroker
State Registrations10 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.