Robert Heinze
Robert Heinze is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Redlands, CA, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
31 W. Stuart Avenue, Suite 200, Redlands, CA, 92374
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
October 2001Other Business Activities
Robert is the Chair of the Finance Committee for the Family Service Association of Redlands, a Board Member & Vice President of the Myron Ratcliffe Family Foundation, President of Kimberly Shirk Events, Inc., and President of Copper Hill Home Owners Association. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations37 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.