Houstyn
Heinz

Ria Advisory Group, LLC

CRD#6854366
Investment Advisor
in Des Moines, IA

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About this Advisor

Houstyn Heinz is a financial advisor based in Des Moines, Iowa, working with Ria Advisory Group, LLC. Houstyn has previously held positions at Ria Advisory Group, LLC, Elo Cpa'S & Advisors, Schwan Financial Group, Northwestern Energy, Huron Parks & Rec, and as a student. Houstyn has passed the Series 65 regulatory exam and is registered to provide services in South Dakota. Currently, Houstyn is part of Ria Advisory Group, LLC, which operates out of Des Moines, Iowa. The firm has 12 offices and 21 employees. The firm manages assets totaling $398.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Ria Advisory Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

500 Sw 7Th Street Suite 305
Des Moines, IA 50309

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Ria Advisory Group, LLC Brokerage Details

Total Assets Under Management

$398,868,182

IA Average: $9,259,360,772
Total Number of Employees

21

IA Average: 166
Total Number of Accounts

2,799

IA Average: 7,189
Average Account Size

$142,504

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Houstyn Heinz Work History

2023 - Present (2 years)

Ria Advisory Group, LLC

2019 - Present (6 years)

Elo Cpa'S & Advisors

2017 - 2019 (2 years)

Schwan Financial Group

2017 - 2017 (< 1 year)

Northwestern Energy

2016 - 2016 (< 1 year)

Huron Parks & Rec

2016 - 2017 (1 year)

N/A

2013 - 2016 (3 years)

Student

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Disclosures

Please visit the SEC profile of Houstyn Heinz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ria Advisory Group, LLC

Patrick Mccabe
Des Moines, IA
Andrew Susanin
Des Moines, IA
Tyler Bookin-Nosbisch
Des Moines, IA
Houstyn Heinz
Des Moines, IA
Nathan Fichter
Elk Horn, NE
Laurie Ketterling
Des Moines, IA
Todd Adams
Des Moines, IA
Dana Rausch
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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