Brad Kenneth Heindel
Investment adviser representative at 46 Peaks Investment Advisory Group
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$272.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 46 Peaks Investment Advisory GroupFeb 2020 to now
- Kb Financial Partners, LLCFeb 2012 to Feb 2020
- M Holding Securities, Inc.Feb 2012 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
46 Peaks Investment Advisory Group
Legal name: 46 Peaks LLC
$272.1MAssets managed
135Clients
3Advisers
6 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
- 3078426
- Firm CRD
- 306902