Joy Marie Heinen
Investment adviser representative at H. C. Denison Co.
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$310MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- H. C. Denison Co.Apr 2022 to now
- H.C. Denison Co.Jan 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
H. C. Denison Co.
$310MAssets managed
343Clients
4Advisers
1 yearIn 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
- 5137659
- Firm CRD
- 1628