Robert W. Heykoop

TRACTION FINANCIAL PARTNERS

ENCAMPMENT, WY 82325

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CRD#: 4477422

Professional summary

Robert William Heykoop, who also goes by Bob Heykoop, Robert W Heykoop, is a registered financial advisor currently at TRACTION FINANCIAL PARTNERS located in Encampment, Wyoming.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Heykoop | Robert W Heykoop

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.

1. NATIONAL WESTERN STOCK SHOW, DENVER, CO; JUNIOR LIVESTOCK AUCTION; COMMITTEE MEMEBER; OVERSIGHT, PROMOTION AND SUPPORT OF YOUTH IN AGRICULTURE THROUGH LIVE STOCK AUCTIONS AT THE STOCK SHOW IN JANUARY OF EACH YEAR; START DATE 10/21/2014; APPROX.. 8 HRS. PER MONTH; NO COMPENSATION; 2. MISS RODEO WYOMING SCHOLARSHIP FOUNDATION, DIRECTOR, NO COMPENSATION, ENCAMPMENT, WY. APPROX. 1 HOUR/MONTH 3. WYOMING STATE FAIR FOUNDATION, DIRECTOR 1 YEAR TERM STARTED 1/21/2024, NO COMPENSATION, APPROX. 1 HOUR/MONTH 4. INSURANCE AGENT. SIMON DAVIS. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 10% EACH MONTH. 5. THRIVE MINISTRY, DIRECTOR, NO COMPENSATION, APPROX. 1 HOUR/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Heykoop'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

August 3, 2021 - Present

TRACTION FINANCIAL PARTNERS

Office #1: 168 County Road 648, Encampment, WY 82325Office #2: 8321 S. Sangre De Cristo Road Suite 102, Littleton, CO 80127

RIA

CRD#: 315215

ENCAMPMENT, WY

Past

January 18, 2002 - August 12, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CASPER, WY

Past

December 13, 2001 - August 12, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

CASPER, WY

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".

TRACTION FINANCIAL PARTNERS

TRACTION FINANCIAL PARTNERS | TRACTION FINANCIAL PARTNERS, LLC

CRD#: 315215 / SEC#: 801-121892

RIA

Registered Investment Advisory firm - (7/28/2021 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

Colorado
(8/3/2021)

IAR

Texas
(3/4/2022)

IAR

Wyoming
(8/3/2021)

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 66

Date: 12/31/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/16/2005

General Securities Principal Examination

Current Firm

TRACTION FINANCIAL PARTNERS

TRACTION FINANCIAL PARTNERS | TRACTION FINANCIAL PARTNERS, LLC

CRD#: 315215 / SEC#: 801-121892

RIA

Registered Investment Advisory firm - (7/28/2021 Approved)

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Contact information

Main Address

168 County Road 648, Encampment, WY 82325-1028

Mailing Address

Phone number

(307) 672-9738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	826
AUM (Assets Under Management)	$ 262,778,783

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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Firm Stability Insights

Robert W. Heykoop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Heykoop's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TRACTION FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/31/2001

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2001

Series 24

Date: 5/16/2005

Current Firm

TRACTION FINANCIAL PARTNERS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRACTION FINANCIAL PARTNERS

TRUST BUT VERIFY

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