Max Frederick Heintz
CFP®Professional Summary
Max Frederick Heintz, CFP® is a registered financial advisor currently at MFH INVESTMENTS INC. located in Dayton, Ohio. Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Max has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
25 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
M.F. HEINTZ CPA, INC. | MFH INVESTMENTS INC.
Contact Information
Main Address
2331 Far Hills Ave. #200, Dayton, OH 45419Phone Number
(937) 271-1467# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$30,490,600Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(7/25/2001)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Max Frederick Heintz's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC