Heather H. Szyperski

HEINZ INVESTMENTS

ATLANTA, GA 30339

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CRD#: 4699932

Professional summary

Heather Heinz Szyperski, ChFC®, CLU®, who also goes by Heather Lynne Heinz, is a registered financial advisor currently at HEINZ INVESTMENTS located in Atlanta, Georgia.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Heather has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Lynne Heinz

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. INSURANCE AGENT, HEINZ & ASSOCIATES, 3825 PACES WALK SE, #200, ATLANTA, GA 30339. INVESTMENT RELATED, IN BUSINESS SINCE 04/2008 AND I SPEND APPROX. 100 HOURS PER MONTH ON THIS ACTIVITY. PREPARING PROPOSALS AND MEET WITH CLIENTS AND ATTORNEYS, SELLING FIXED LIFE INSURANCE AND ANNUITIES. 2. HEINZ-DANIEL ASSOCIATES, INC., SAME ADDRESS AS ABOVE. (AS OF 12/31/2017 FORMER PENSION ADMINISTRATION FIRM) NON INVESTMENT RELATED SINCE 04/2008 AND I SPEND APPROX. ONE HOUR PER MONTH ON RESIDUAL BUSINESS ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Heinz Szyperski'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 20, 2011 - Present

HEINZ INVESTMENTS

Office #1: 3825 Paces Walk, Se Suite 200, Atlanta, GA 30339

RIA

CRD#: 127460

ATLANTA, GA

Past

November 23, 2010 - December 31, 2011

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ATLANTA, GA

Past

May 27, 2008 - November 22, 2010

USA ADVANCED PLANNERS INC.

CRD#: 131282

ATLANTA, GA

Past

July 24, 2006 - April 7, 2008

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

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

Georgia
(12/20/2011)

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

Series 63

Date: 10/10/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/22/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HEINZ INVESTMENTS

HEINZ & ASSOCIATES, INC. | HEINZ INVESTMENTS

CRD#: 127460 / SEC#:

Georgia

Registered Investment Advisory firm - (10/22/2003 Approved)

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Contact information

Main Address

3825 Paces Walk Se Suite 200, Atlanta, GA 30339

Mailing Address

Phone number

(678) 391-3910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 82,485,844

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Heather H. Szyperski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Heinz Szyperski's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEINZ INVESTMENTS

CENTAURUS FINANCIAL, INC.

USA ADVANCED PLANNERS INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/10/2006

Series 6

Date: 7/22/2006

Current Firm

HEINZ INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEINZ INVESTMENTS

TRUST BUT VERIFY

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