Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huey? Claim Your ProfileHuey Kent Heise is a financial advisor with over 40 years of experience in the industry. Huey is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since December 2024. Prior to that, Huey worked at Regulus Financial Group, LLC and Regal Investment Advisors, both in Kentwood, Michigan. Huey has a wide range of experience working with individuals, families, and businesses. He is a Chartered Financial Consultant and holds several industry licenses and certifications. Huey specializes in providing financial advice in the areas of retirement planning, investment management, and insurance. Huey is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
12/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Hillsdale MI)
IL
03/23/2010 - 12/10/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
01/23/2007 - 03/25/2010
SAGEPOINT FINANCIAL, INC. (ROCKFORD IL)
IL
02/28/2003 - 01/25/2007
INVESTACORP, INC. (ROCKFORD IL)
MN
07/01/2002 - 03/04/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/02/1986 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NA
04/11/1983 - 10/08/1986
E.I. SALES, INC.
IA
Issued 10/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Huey Heise is the right advisor for you? Invested Better is here to help.
