Joel David Heinlein
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2024 to now
- Cambridge Investment Research, Inc.Dec 2024 to now
- Lutheran Financial ServicesJun 2019 to now
- Joel Heinlein RemodelingSep 2010 to now
- Regal Investment Advisors, LLCJun 2019 to Dec 2024
- Regulus, LLCJun 2019 to Dec 2024
- Legacy Planning & AssociatesNov 2017 to Jun 2018
- American Portfolios Financial ServicesNov 2017 to May 2018
- Wells Fargo Advisors Financial Network, LLCNov 2012 to Nov 2017
- Joel Heinlein Insurance ServicesJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 2859885
- Firm CRD
- 134139