David Heaney
David Heaney is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Leawood, KS, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
4000 West 114th Street, Suite 140, Leawood, KS, 66211
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2014Judgment / Lien
April 2014Other Business ActivitiesSells Insurance
David works as an insurance agent for 1847Financial, selling and servicing insurance products including Penn Mutual Life products. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 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.