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John F Heinzinger

LPl Financial LLC

Fishers, IN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-19
IN RA APPROVED 2022-05-18
  • TX RA
    APPROVED
    Since 2025-05-19
  • IN RA
    APPROVED
    Since 2022-05-18

Branch Locations

10998 Allisonville Rd, Fishers, IN 46038 • 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
Artisan Masterpiece, Inc. Carmel IN 01/2004 Present
Teachers Credit Union Fishers IN 05/2013 Present
Cuna Brokerage Services, Inc Waverly IA 05/2013 Present
Lpl Financial Llc Fishers IN 05/2022 Present
  • 01/2004 → Present
    Artisan Masterpiece, Inc.
    Carmel, IN
  • 05/2013 → Present
    Teachers Credit Union
    Fishers, IN
  • 05/2013 → Present
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 05/2022 → Present
    Fishers, IN
Previous Registrations
  • 2013-05-24 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Fishers, IN
    Waverly, IA
    Indianapolis, IN
    Indianapolis, IN
  • 2012-03-01 → 2013-04-01
    Thurston, Springer, Miller, Herd & Titak, Inc.
    Indianapolis, IN
    Indianapolis, IN
  • 2010-10-07 → 2012-02-08
    Indianapolis, IN
Other Businesses

1) 04/27/2022 - ARTISAN MASTERPIECE INC - Not Investment Related- Carmel, IN 46032- Other/For-Profit Business- Secretary -Start Date- 01/01/2004- 4 Hours Per Month 2) 04/27/2022 - Teachers Credit Union- Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Adivsor- Start Date- 05/08/2013- 160 Hours Per Month- Time Spent 100% 3) 05/09/2023 - Everwise Wealth Management, Retirement & Investment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 4) 05/09/2023 - Everwise Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 5) 05/09/2023 - Everwise Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-01
  • S66 Uniform Combined State Law Examination
    2010-09-01
Designations

View on SEC IAPD

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