Steven Shawn Heiny

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2018 → 06/2021
  Bangor Region Ymca
  Bangor, ME
• 12/2016 → 02/2018
  Ymca Camp Pepin
  Stockholm, WI
• 03/2014 → 12/2016
  Ymca Camp Ohiyesa
  Holly, MI
• 06/2021 → 10/2021
  Unemployment And Self Employed
  Brimley, MI

Other Businesses

1) Steve Heiny, 5000 South Island View, Brimley, MI, 49715, 08/2021, Construction/Labor, House Painting, NIR, 120 HR/MO - 120 HR/MO TRADING 2) SMARTPRO LIFE INSURANCE, 5000 SOUTH ISLAND VIEW, BRIMLEY MI 49715, 01/2024, AGENT, INSURANCE REFERRALS, NIR, 1 HR/MO - 1 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-24

Other Names

• Steven Heiny