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Ryan Douglas Heidenreich

Sunpointe Investments

St. Louis, MO

CRD 5608881

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Employer firm

Sunpointe Investments CRD 282505

$791M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Sunpointe Investments

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-12
  • MO RA
    APPROVED
    Since 2024-07-12

Branch Locations

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services Inc. Kansas City MO 11/2008 07/2024
American Century Investments Private Client Group, Inc. Kansas City MO 11/2017 07/2024
Sunpointe, Llc St. Louis MO 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-11-14
  • S63 Uniform Securities Agent State Law Examination
    2008-11-14
Designations
  • Certified Financial Planner
Other Names
  • Ryan D Heidehreich
  • Ryan Heidenreich

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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