Edward G. Heintz
Professional summary
Edward George Heintz III, CFP®, who also goes by Edward George Heintz, Bud Heintz, is a registered financial advisor currently at HEINTZ WEALTH MANAGEMENT, LLC located in Scottsdale, Arizona.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Edward has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward George Heintz III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
January 9, 2017 - Present
HEINTZ WEALTH MANAGEMENT, LLC
April 23, 2014 - March 17, 2017
RHG ADVISORS LLC
January 7, 2011 - November 4, 2014
POGSON & MATT WEALTH MANAGEMENT GROUP
April 30, 2010 - January 28, 2011
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
April 16, 2010 - January 28, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 28, 2008 - March 24, 2010
CHARLES SCHWAB & CO., INC.
July 25, 2008 - March 24, 2010
CHARLES SCHWAB & CO., INC.
January 24, 2000 - December 18, 2008
STRATEGIC ADVISERS LLC
May 28, 1997 - July 8, 2008
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2017)
(7/9/2021)
(3/23/2017)
Exams
Current Firm
HEINTZ WEALTH MANAGEMENT, LLC
CRD#: 286160 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 214 |
| AUM (Assets Under Management) | $ 70,848,407 |
Red Flags
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