Heinz G. Koch

COURAGE MILLER PARTNERS

Norfolk, VA 23510

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CRD#: 2918650

Professional summary

Heinz Garner Koch is a registered financial advisor currently at COURAGE MILLER PARTNERS, LLC located in Norfolk, Virginia and COURAGE KORVING MILLER PARTNERS, LLC located in Norfolk, Virginia.

Heinz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Heinz has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heinz Garner Koch's CRS (Customer Relationship Summary).

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

June 21, 2013 - Present

COURAGE MILLER PARTNERS, LLC

Office #1: World Trade Center 101 W. Main Street, Suite 720, Norfolk, VA 23510

RIA

CRD#: 147360

Norfolk, VA

Current

October 7, 2022 - Present

COURAGE KORVING MILLER PARTNERS, LLC

Office #1: World Trade Center 101 W. Main Street Suite 720, Norfolk, VA, 23510

RIA

CRD#: 318067

Norfolk, VA

Past

February 9, 2000 - June 25, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NORFOLK, VA

Past

December 17, 1998 - June 25, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NORFOLK, VA

Past

January 16, 1998 - October 28, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

July 25, 1997 - November 17, 1997

DMG SECURITIES, INC.

CRD#: 15480

GREAT FALLS, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COURAGE MILLER PARTNERS, LLC

COURAGE MILLER PARTNERS, LLC | MARK PARTNERS, LLC | COURAGE PARTNERS, LLC. | COURAGE PARTNERS, LLC

CRD#: 147360 / SEC#: 801-69242

RIA

Registered Investment Advisory firm - (6/12/2008 Approved)

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

Texas
(4/29/2020)

IAR

Virginia
(6/21/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/1997

General Securities Representative Examination

Current Firm

COURAGE MILLER PARTNERS, LLC

COURAGE MILLER PARTNERS, LLC | MARK PARTNERS, LLC | COURAGE PARTNERS, LLC. | COURAGE PARTNERS, LLC

CRD#: 147360 / SEC#: 801-69242

RIA

Registered Investment Advisory firm - (6/12/2008 Approved)

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Contact information

Main Address

World Trade Center 101 W. Main Street, Suite 720, Norfolk, VA 23510

Mailing Address

Phone number

(757) 390-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/29/2025)

Regulatory assets under management

Total Number of Accounts	888
AUM (Assets Under Management)	$ 418,763,157

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/15/2024	Cover Page	Report
12/13/2023	Cover Page	Report
01/12/2023	Cover Page	Report

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.

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Heinz G. Koch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heinz Garner Koch's CRS (Customer Relationship Summary).

Certified licenses

Experience

COURAGE KORVING MILLER PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AMERIPRISE ADVISOR SERVICES, INC.

DMG SECURITIES, INC.

Primary Firm SEC Registration

COURAGE MILLER PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/1999

Series 63

Date: 8/1/1997

Series 7

Date: 7/24/1997

Current Firm

COURAGE MILLER PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COURAGE MILLER PARTNERS, LLC

TRUST BUT VERIFY

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