Robert James Heck
Investment adviser representative at Focus Financial
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 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 feeOther
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
10 years in the industry.
- Focus FinancialMay 2021 to now
- Osaic Wealth, Inc.Mar 2021 to now
- Focus Financial Network Inc.Dec 2020 to now
- Royal Alliance Associates IncDec 2020 to Mar 2021
- Denison ParkingApr 2019 to Sep 2019
- US Bank StadiumSep 2018 to Jan 2020
- Target FieldJun 2018 to Oct 2019
- Minneapolis Police DepartmentMar 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 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
- 7322953
- Firm CRD
- 116140