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Karl Maurits Heusinkveld

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions

Services the firm offers

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

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Bank of America, N.A.Mar 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to now
  3. Comerica BankJun 2023 to Jan 2026
  4. UnemployedApr 2023 to Jun 2023
  5. Jackson DawsonJul 2021 to Apr 2023
  6. Nextek West IncJul 2019 to Jun 2021
  7. Schaller GroupFeb 2018 to Jul 2019
  8. UnemployedNov 2017 to Feb 2018
  9. Faith In Public LifeAug 2017 to Nov 2017
  10. Extended TravelJun 2017 to Aug 2017
  11. Papa Murphy'sAug 2016 to Apr 2017
  12. Hope CollegeAug 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

Merrill Lynch, Pierce, Fenner & Smith Incorporated

$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
8216504
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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