David
Heintz

Lpl Financial LLC

CRD#7227688
Investment Advisor
in Sidney, OH

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About this Advisor

David Heintz is a financial advisor operating in Sidney, Ohio who has 1 year of relevant experience. Heintz is an employee of Lpl Financial LLC. Heintz has gained experience at Upper Valley Career Center, Fairlawn Local School District, Anna Local Schools, Christian Academy Schools, Independent Wealth Planning Group Inc - Lpl Financial and Lpl Financial LLC. Heintz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in assets among its 1,688,501 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely depend on the type of financial services. Fee types billed by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

120 North Main Avenue
Sidney, OH 45365

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

OH Average: $646,059,043
Total Number of Employees

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Heintz Work History

David has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Lpl Financial LLC

2020 - Present (4 years)

Independent Wealth Planning Group Inc - Lpl Financial

2018 - 2021 (3 years)

Upper Valley Career Center

2018 - 2020 (2 years)

Anna Local Schools

2015 - 2018 (3 years)

Fairlawn Local School District

2010 - 2015 (5 years)

Christian Academy Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Heintz 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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