HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC

HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC of BROWNSBURG, IN is an SEC-registered investment adviser (CRD 121857). Regulatory assets under management: $53.0M.

Registration

• CRD: 121857
• Type: Registered investment adviser
• Location: 690 W. NORTHFIELD DRIVE, STE 100, BROWNSBURG, IN, 46112
• Phone: 317-852-8184
• Latest filing: 2026-01-06
• Regulatory AUM: $53.0M
• Discretionary AUM: $53.0M
• Clients: 6
• Accounts: 290

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search