Brad Kenneth Heindel

Employer firm

46 Peaks Investment Advisory Group CRD 306902

$272M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 02/2020
  Kb Financial Partners, Llc
  Princeton, NJ
• 02/2012 → 02/2020
  M Holding Securities, Inc.
  Portland, OR
• 02/2020 → Present
  46 Peaks Investment Advisory Group
  Newtown, PA

Previous Registrations

• 2005-04-21 → 2020-03-04
  Kb Financial Partners, Llc
  Princeton, NJ
  Princeton, NJ
• 2005-05-02 → 2012-04-12
  Equitable Advisors, Llc
  Princeton, NJ
  Marlton, NJ
• 2004-03-30 → 2005-03-31
  Morgan Stanley Dw Inc.
  Lawrencevill, NJ
• 2003-07-03 → 2004-01-30
  Smh Capital Advisors Llc
  Exton, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-06
• S63 Uniform Securities Agent State Law Examination
  1998-09-02

Designations

• Certified Financial Planner