RH
ChFC
RH
ChFC

Robert William Heykoop

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
398 clients
Average Client Portfolio
$660K average
Assets Under Management
$262.8M

Fee Structure

Minimum Investment:$300K
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Location

168 County Road 648, Encampment, WY, 82325-1028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is involved with several non-profit organizations, including the National Western Stock Show, Miss Rodeo Wyoming Scholarship Foundation, Wyoming State Fair Foundation, and Thrive Ministry, dedicating minimal time to each. Robert is also an insurance agent with Simon Davis, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Traction Financial Partners
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Equitable Advisors, LLC
January 2002 - August 2021 · 19 yrs 7 mos
Equitable Advisors, LLCBroker
December 2001 - August 2021 · 19 yrs 8 mos
State Registrations3 states
COTXWY
Advisor
Exams
No exam information available for this advisor.
Robert William Heykoop - Financial Advisor | TrueAdvisor