Robert Micheal Heaton
Investment adviser representative at Cedar Valley Wealth Advisors
25 yearsExperience
1 stateRegistered in
$172.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Cedar Valley Tax & AccountingJul 2014 to now
- Cedar Valley Wealth AdvisorsJul 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (IA).
Cedar Valley Wealth Advisors
Legal name: The Heaton Hoppes Group, LLC
$172.5MAssets managed
97Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1674580
- Firm CRD
- 115511