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HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC

HEINEKAMP FINANCIAL PLANNING & TAX SERVICE, LLC

CRD 121857

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690 W. NORTHFIELD DRIVE, STE 100, BROWNSBURG, IN, 46112, United States

Phone

317-852-8184

Fax

317-852-8185

Registration

— (—)

Source

State registered

Total AUM

$53.0M

Discretionary AUM

$53.0M

Team

6 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES

Client types

TypeClientsAUM
Individuals230$53.0M

All web addresses on file

Official SEC filing: View on IAPD