Heinz Ickert
Heinz Ickert is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Columbus, OH, with 28 years of industry experience. Heinz is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.
Fee Estimator
Location
Columbus, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
February 2013Other Business Activities
Heinz is the owner of Heinz E. Ickert LLC, a forensic accounting and expert witness business, dedicating nearly full-time hours. He is also the owner of Ickert Financial Group LLC, spending about half his time as an investment representative and minimal time on business operations.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Continental Capital Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations3 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.
Exams
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