CH
Christopher B. Heerlein
REAP FINANCIAL GROUP
Austin, TX 78729
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CRD#: 6566768
CH
Professional summary
Christopher Brent Heerlein is a registered financial advisor currently at REAP FINANCIAL GROUP, LLC located in Austin, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christopher has worked at 1 firm and has passed the Series 65 exam.
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.
1.the name of the other business, Reap Insurance Group, LLC 2.whether the business is investment-related, no 3.the address of the other business, 9414 Anderson Mill Rd. Ste 100, Austin, TX 78729 4.the nature of the other business, Life insurance sales 5.your position, title, or relationship with the other business, Insurance agent 6.the start date of your relationship, April 2018 7.the approximate number of hours/month you devote to the other business, 40 hours 8.the number of hours you devote to the other business during securities trading hours, 40 hours/month 9.briefly describe your duties relating to the other business. Sell fixed annuities and life insurance. ______________________________________________________________________________________________________________________________________________________________________________________________________________________ Marigold Incorporated Cell, Inc.: 9414 Anderson Mill Rd. Ste 100, Austin, TX, 78729. Not investment related. The purpose for which the Corporation is formed is to operate as an Incorporated Cell of a protected cell captive insurance company under the North Carolina Captive Insurance Act (the "Act"), to engage in the business of insurance, including all lines of insurance permitted under the Act, to provide reinsurance and to engage in any other lawful business under the laws of the state of North Carolina. Position - Director. Start date: 12-21-2023. Two hours per month devoted to the other business activity. One hour per month spent during normal securities trading hours. Duties: Offering insurance products to clients and overseeing their insurance needs. ______________________________________________________________________________________________________________________________________________________________________________________________________________________ Reap Solara Ventures, LLC. 9414 Anderson Mill Rd. Ste 100, Austin, TX 78729. Not investment related. Position - Member. Start Date - December 6th 2024. Nine hours per month devoted to the other business activity. 1 hour per month devoted during normal securities trading hours. Duties - Education and researching solar energy and other renewable energy.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Brent Heerlein'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®
NoneExperience
Current
October 2, 2015 - Present
REAP FINANCIAL GROUP, LLC
Office #1: 9414 Anderson Mill Road Suite 100, Austin, TX 78729Office #2: 5508 Highway 290 West Suite 207, Austin, TX 78735Office #3: 710 South Austin Avenue Suite 200, Georgetown, TX 78626RIA
CRD#: 144560
Austin, TX
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".
RF
REAP FINANCIAL GROUP, LLC
REAP FINANCIAL GROUP, LLC | SENIOR FINANCIAL PLANNING AND INSURANCE SERVICES | SANDRA K. NEWMAN
CRD#: 144560 / SEC#: 801-118413
RIA
Registered Investment Advisory firm - (4/14/2020 Approved)Arizona
Registered Investment Advisory firm - (8/26/2011 Terminated)Arkansas
Registered Investment Advisory firm - (7/18/2011 Terminated)California
Registered Investment Advisory firm - (12/18/2011 Terminated)Colorado
Registered Investment Advisory firm - (6/9/2011 Terminated)Florida
Registered Investment Advisory firm - (11/18/2011 Terminated)Georgia
Registered Investment Advisory firm - (9/15/2011 Terminated)Indiana
Registered Investment Advisory firm - (3/4/2013 Terminated)Kentucky
Registered Investment Advisory firm - (3/1/2013 Terminated)Missouri
Registered Investment Advisory firm - (7/18/2011 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)North Carolina
Registered Investment Advisory firm - (6/8/2011 Terminated)Texas
Registered Investment Advisory firm - (7/7/2020 Terminated)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
Texas(10/2/2015)
Current Firm
RF
REAP FINANCIAL GROUP, LLC
REAP FINANCIAL GROUP, LLC | SENIOR FINANCIAL PLANNING AND INSURANCE SERVICES | SANDRA K. NEWMAN
CRD#: 144560 / SEC#: 801-118413
RIA
Registered Investment Advisory firm - (4/14/2020 Approved)Arizona
Registered Investment Advisory firm - (8/26/2011 Terminated)Arkansas
Registered Investment Advisory firm - (7/18/2011 Terminated)California
Registered Investment Advisory firm - (12/18/2011 Terminated)Colorado
Registered Investment Advisory firm - (6/9/2011 Terminated)Florida
Registered Investment Advisory firm - (11/18/2011 Terminated)Georgia
Registered Investment Advisory firm - (9/15/2011 Terminated)Indiana
Registered Investment Advisory firm - (3/4/2013 Terminated)Kentucky
Registered Investment Advisory firm - (3/1/2013 Terminated)Missouri
Registered Investment Advisory firm - (7/18/2011 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)North Carolina
Registered Investment Advisory firm - (6/8/2011 Terminated)Texas
Registered Investment Advisory firm - (7/7/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9414 Anderson Mill Road Suite 100, Austin, TX 78729
Mailing Address
Phone number
(512) 249-7300
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,237 |
| AUM (Assets Under Management) | $ 510,193,622 |
Red Flags
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