Heather Kakabeeke
Heather Kakabeeke is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Kalamazoo, MI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
161 East Michigan Ave, Suite 600, Kalamazoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather works as a fitness instructor at Kalamazoo Athletic Club and an independent contractor marketing wine for Scout and Cellar, dedicating a few hours per week to each. Heather and her husband are also partners in a rental real estate property, spending about 10-20% of her time on this.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
State Registrations26 states
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