Robert D. Heinzman
Professional summary
Robert Dale Heinzman, who also goes by Rob Heinzman, Robert Dale Heinzman, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Overland Park, Kansas.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2006. Robert has worked at 5 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Dale Heinzman's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2026 - Present
FARMERS FINANCIAL SOLUTIONS, LLC
Office #1: 15112 Glenwood Ave, Overland Park, KS 66223September 23, 2014 - March 30, 2015
THRIVENT INVESTMENT MANAGEMENT INC.
September 22, 2014 - March 30, 2015
THRIVENT INVESTMENT MANAGEMENT INC.
July 11, 2011 - September 3, 2014
EDWARD JONES
May 16, 2011 - September 3, 2014
EDWARD JONES
September 2, 2010 - May 13, 2011
FIFTH THIRD SECURITIES, INC.
September 2, 2009 - May 13, 2011
FIFTH THIRD SECURITIES, INC.
February 9, 2009 - September 14, 2009
AMERITAS INVESTMENT COMPANY, LLC
April 18, 2006 - February 12, 2009
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/3/2026)
(4/3/2026)
Exams
Series 6TO
Date: 3/2/2026
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FARMERS FINANCIAL SOLUTIONS, LLC
CRD#: 103863 / SEC#: 801-108217, 8-52361
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FFS HOLDING, LLC | MANAGING MEMBER | |
| BORKIN, JOSHUA ALAN | CHIEF FINANCIAL OFFICER | 6536355 |
| DAHM, CHRISTINE | BOARD MEMBER | 8191792 |
| DO, CHAU | SECRETARY | 7865522 |
| HANSON, GUY MEADE | BOARD MEMBER | 7165729 |
| HOHL, DOREN EUGENE | BAORD MEMBER | 1953425 |
| ROBINSON, TARETHA ANN | DIRECTOR OF OPERATIONS | 4539081 |
| ROBINSON, TARETHA ANN | CHIEF COMPLIANCE OFFICER | 4539081 |
| SCHEAR, ZACHARY | PRESIDENT | 5958762 |
| SCOTT, JANICE GALE | BOARD MEMBER | 7909854 |
| WILLOUGHBY, DENITA ANNETTE | BOARD MEMBER | 2368099 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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