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Houstyn Parker Heinz

RIA Advisory Group, LLC

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About Houstyn Parker Heinz

Houstyn Parker Heinz is an Investment Advisor Representative with RIA Advisory Group, LLC, specializing in portfolio management for individuals. Houstyn is a Certified Financial Planner and holds a Series 65 license, the Uniform Investment Adviser Law Examination. Houstyn's prior experience includes working as a Certified Public Accountant at a regional CPA firm in South Dakota. Houstyn has been in the financial industry since 2017.

Firm Information

Houstyn Heinz is currently registered with RIA Advisory Group, LLC. RIA Advisory Group, LLC is an investment advisor based in DES MOINES, IA. They manage $398,868,182 in regulatory assets under management for 2,799 clients. The firm specializes in portfolio management for individuals. They have 15 licensed agents and 24 investment adviser representatives.
RIA Advisory Group, LLC

500 SW 7TH STREET

DES MOINES, IA 50309

$398.87M

Assets Under Management

29

Total Clients

19

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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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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percentage of assets

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

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Houstyn Heinz’s Registration & Firm History

IA

07/23/2023 - Present

RIA Advisory Group, LLC (DES MOINES IA)

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Licenses & Designations

IA

Issued 07/26/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Houstyn Parker Heinz.
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