MH
Max F. Heintz
MFH INVESTMENTS
Dayton, OH 45419
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CRD#: 4553446
MH
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 .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Max Frederick Heintz'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®
Experience
Current
July 25, 2001 - Present
MFH INVESTMENTS INC.
Office #1: 2331 Far Hills Ave. #301, Dayton, OH 45419Office #2: 2331 Far Hills Ave. #301, Dayton, OH 45419RIA
CRD#: 121228
Dayton, OH
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
Ohio(7/25/2001)
Exams
Current Firm
MI
MFH INVESTMENTS INC.
M.F. HEINTZ CPA, INC. | MFH INVESTMENTS INC.
CRD#: 121228 / SEC#:
Ohio
Registered Investment Advisory firm - (7/25/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2331 Far Hills Ave. #200, Dayton, OH 45419
Mailing Address
Phone number
(937) 271-1467
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 27,974,200 |
Red Flags
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Company Information
MFH INVESTMENTS INC.
CRD#: 121228Dayton, OH 45419TRUST BUT VERIFY
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