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John F Heinzinger

Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

22 years in the industry.

  1. LPL Financial LLCMay 2022 to now
  2. Cuna Brokerage Services, IncMay 2013 to now
  3. Teachers Credit UnionMay 2013 to now
  4. Artisan Masterpiece, Inc.Jan 2004 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
5811967
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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