Adviser and broker representative · Heinekamp Financial Planning & Tax Service LLC
Michael S. Heinekamp
CRD 5805365 · Brownsburg, IN
At a glance
Michael S. Heinekamp is an investment adviser representative with Heinekamp Financial Planning & Tax Service LLC in Brownsburg, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2023, about 3 years ago. Michael is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Heinekamp Financial Planning & Tax Service LLCSince June 2023Brownsburg, IN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.