Adam Lee Heinlein

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

• 11/2010 → 12/2024
  Regal Investment Advisors Llc
  Kentwood, MI
• 12/2014 → 12/2024
  Regulus, Llc
  Kentwood, MI
• 12/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-11-04 → 2024-12-23
  Regal Investment Advisors Llc
  Kentwood, MI
  Grand Ledge, MI
• 2010-02-26 → 2011-03-07
  American Portfolios Advisors, Inc

Other Businesses

AEROSPACE FINANCIAL SERVICESES, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, AGENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 4 HR/MO - 4 HR/MO TRADING LUTHERAN FINANCIAL SERVICES, INC., 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, President, Using a Trade Name / DBA, NIR, 80 HR/MO - 60 HR/MO TRADING CHAIRMAN OF THE BOARD, CROSSWATER CANYON, INC., 2800 Bullitsburg Church Road, Petersburg KY 41080, 12/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 1 HR/MO TRADING ARMG PROPERTIES, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Real Estate, NIR, 4 HR/MO - 4 HR/MO TRADING LUTHERAN FINANCIAL SERVICES, INC., 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, President, Cambridge RIA, INV REL, 160 HR/MO - 130 HR/MO TRADING AEROSPACE ENERGY, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, 1099, NIR, 1HR/MO - 1HR/MO TRADING KRAFT EQUITIES, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Real Estate, NIR, 1HR/MO - 1HR/MO TRADING FLYING MACHINES, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Equipment Rental: Aircraft rental, NIR, 1HR/MO - 1HR/MO TRADING NOTARY, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, NOTARY PUBLIC, NOTARY, NIR, 1HR/MO - 1HR/MO TRADING KINGS POINTE BUSINESS PARK CENTER, INC., 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, President, REAL ESTATE, NIR, 1HR/MO - 1HR/MO TRADING FLYING MACHINES FARM, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Agriculture, NIR, 2HR/MO - 0 HR/MO TRADING CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 12/2024, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO 160, HR/MO TRADING 120

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-17
• S63 Uniform Securities Agent State Law Examination
  1985-11-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant