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David Christopher Heinle

T2 Asset Management, LLC

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About David Christopher Heinle

David Heinle is a financial advisor with T2 Asset Management, LLC. David is a certified financial planner and has been working in the financial industry since 1989. David's previous experience includes working for NYLIFE Securities LLC, MF Global Inc. and FIMAT USA, LLC. David holds a Series 3, 4, 7, 8, 63 and SIE license. David is registered with the state of Illinois.

Firm Information

David Heinle is currently registered with T2 Asset Management, LLC. T2 Asset Management, LLC is an investment advisor located in NAPERVILLE, IL. The firm has 4 licensed agents, 5 investment advisor representatives, and 1 registered representative. T2 Asset Management, LLC manages approximately $140,000,000 in discretionary assets for 573 accounts. The firm provides financial planning and portfolio management services for individuals. They have 25 high-net-worth individual clients with $30,000,000 in assets under management and 548 other individual clients with $110,000,000 in assets under management. The firm's SEC number is 801-112202.
T2 Asset Management, LLC

1952 MCDOWELL RD

NAPERVILLE, IL 60563

$140.00M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Heinle’s Registration & Firm History

IL

03/15/2016 - Present

T2 Asset Management, LLC (NAPERVILLE IL)

IL

10/30/2013 - 11/09/2015

NYLIFE SECURITIES LLC (DOWNERS GROVE IL)

IL

07/25/2007 - 12/08/2011

MF GLOBAL INC. (CHICAGO IL)

IL

08/15/1996 - 07/27/2007

FIMAT USA, LLC (CHICAGO IL)

NY

01/21/1991 - 03/09/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2005

Series 4 - Registered Options Principal Examination

BC

Issued 08/05/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1991

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1989

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Christopher Heinle.
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