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SH

Stewart N. Hinerfeld

GREEN BELT INVESTMENT SERVICES
Ames, IA
Some features on this profile are disabled
CRD#: 2712810
SH

Professional summary

Stewart Neil Hinerfeld is a registered financial advisor currently at GREEN BELT INVESTMENT SERVICES located in Ames, Iowa.

Stewart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stewart has worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OUTSIDE EMPLOYMENT: MARY GREELEY MEDICAL CENTER,VOLUNTEER PARAMEDIC SPECIALIST,PARAMEDIC SPECIALIST - VOLUNTEER,COMP:$1 TO $999,HRS:20-39.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stewart Neil Hinerfeld's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 22, 2017 - Present

GREEN BELT INVESTMENT SERVICES

RIA
CRD#: 288403
Ames, IA
Past

February 7, 2012 - December 31, 2014

GREEN BELT INVESTMENT SERVICES

RIA
CRD#: 160810
AMES, IA
Past

January 1, 1999 - December 31, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AMES, IA
Past

May 7, 1996 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 7, 1996 - January 5, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
AMES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(11/22/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 3/14/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/1996
General Securities Representative Examination

Current Firm

GB
GREEN BELT INVESTMENT SERVICES
GREEN BELT INVESTMENT SERVICES | HINERFELD, STEWART

CRD#: 288403 / SEC#:

Iowa
Registered Investment Advisory firm - (11/22/2017 Approved)
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Contact information

Main Address
Ames, IA
Mailing Address
Phone number
(515) 450-1483
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREEN BELT INVESTMENT SERVICES

CRD#: 288403Ames, IA

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