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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joel Heinlein Remodeling | Alto | MI | 09/2010 | Present |
| Joel Heinlein Insurance Services | Alto | MI | 01/2012 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Grand Rapids | MI | 11/2012 | 11/2017 |
| American Portfolios Financial Services | Grand Rapids | MI | 11/2017 | 05/2018 |
| Legacy Planning & Associates | Grand Rapids | MI | 11/2017 | 06/2018 |
| Regulus, Llc | Kentwood | MI | 06/2019 | 12/2024 |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2019 | 12/2024 |
| Lutheran Financial Services | Grand Ledge | MI | 06/2019 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2024 | Present |
1. JOEL HEINLEIN MUSIC, 4470 Wintergreen Dr SE, Kentwood MI 49512, 01/1988, Owner, Arts/Performing Arts, NIR, 15 HR/MO - 0 HR/MO TRADING 2. JOEL HEINLEIN REMODELING, 4470 Wintergreen Dr SE, Kentwood MI 49512, 09/2010, OWNER, Construction/Labor, NIR, 10 HR/MO - 0 HR/MO TRADING 3. LUTHERAN FINANCIAL SERVICES, 15190 Wright Rd, Grand Ledge MI 48837, 12/2024, REGISTERED ASSISTANT, DBA NAME, INV REL, 160 HR/MO - 120 HR/MO TRADING. 4. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 12/2024, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING. 5. LUTHERAN FINANCIAL SERVICES, 15190 Wright Rd, Grand Ledge, MI 48837, 12/2024, Registered Assistant, Administrative, INV REL, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
| S66 | Uniform Combined State Law Examination | 2004-09-03 |
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