Joel Heinlein is a registered investment advisor, based in Grand Ledge, MI, with 23 years of industry experience.
Location
15190 Wright Road, Grand Ledge, MI, 48837
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2001Denied
Other Business Activities
Joel owns Joel Heinlein Music since 1988 and Joel Heinlein Remodeling since 2010, spending about 10-20% of his time on the former and a few hours per week on the latter. He is also a registered assistant with Lutheran Financial Services since 2024, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2024 - Present · 1 yr 5 mos
Cambridge Investment Research Advisors, INC.
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Regulus Financial Group, LLCBroker
July 2019 - December 2024 · 5 yrs 5 mos
Regal Investment Advisors LLC
July 2019 - December 2024 · 5 yrs 5 mos
Legacy Planning & Associates, INC.
December 2017 - June 2018 · 6 mos
American Portfolios Financial Services, INC.Broker
November 2017 - July 2018 · 8 mos
Wells Fargo Advisors Financial Network, LLC
October 2013 - November 2017 · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - November 2017 · 5 yrs
Mutual of Omaha Investor Services, INC.Broker
August 2012 - December 2012 · 4 mos
American Portfolios Advisors, INC
September 2009 - September 2009 · 0 mos
American Portfolios Financial Services, INC.Broker
July 2009 - August 2010 · 1 yr 1 mo
Aig Financial Advisors, INC.Broker
October 2005 - July 2007 · 1 yr 9 mos
Sunamerica Securities, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
Woodbury Financial Services, INC.Broker
August 2002 - January 2003 · 5 mos
Financial Network Investment CorporationBroker
January 1999 - July 2002 · 3 yrs 6 mos
Cadaret, Grant & CO., INC.Broker
January 1998 - January 1999 · 1 yr
Aig Equity Sales CORP.Broker
October 1997 - January 1998 · 3 mos
Mariner Financial Services, INC.Broker
August 1997 - August 1997 · 0 mos
State Registrations1 state
MI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.