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Justin Mark Heindl

Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
  • Pension consulting
  • Seminars and workshops

Experience

9 years in the industry.

  1. Cetera Investment Advisers LLCNov 2017 to now
  2. Cetera Investment Services LLCNov 2017 to now
  3. Poca Valley FinancialFeb 2008 to now
  4. Investment Centers of America, Inc.Jun 2017 to Nov 2017
  5. Woodbury Financial Services, IncSep 2012 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (WV).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
6108998
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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