JH
JH

John Heinze

24 Years of Experience
Cincinnati, OH
1 DisclosureSells Insurance

John Heinze is a registered investment advisor at Hero Investors, LLC, based in Cincinnati, OH, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Portfolio MRI — $500, an analysis of a client’s current investments.
One-Time Plan:$500
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Location

5887 Cornell Road, Suite 5, Cincinnati, OH, 45242

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History

Regulatory History (1)
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Criminal
May 1974
Final Disposition
Other Business ActivitiesSells Insurance

John is an agent for Ohio Insurance Consultants Inc, selling LTC, life, and health insurance since 2010, taking about half of his time. He is also a sole proprietor of Zuna Resources providing marketing services since 2011, dedicating about 10-20% of his time.

Employment History
Current Registrations
Hero Investors, LLC
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Signature Investments, INC.
January 2013 - October 2014 · 1 yr 9 mos
Sicor Securities INC
January 2011 - December 2012 · 1 yr 11 mos
Wrp Investments, INC.
January 2004 - December 2010 · 6 yrs 11 mos
Esi Financial Advisors
March 2001 - September 2003 · 2 yrs 6 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.