John Heinzinger
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Crawfordsville, IN 47933
Credentials
CFP®, Series 66
Industry experience
15 years
About
John Heinzinger is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at CUNA Brokerage Services and Teachers Credit Union. Outside of his advisory roles, he serves as Secretary of Artisan Masterpiece, Inc., a for-profit business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
1570 Us Highway 231 S
Crawfordsville, IN 47933
Most active in
John H has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
LPL Financial
2022 - Present (4 years)
CUNA Brokerage Services, INC
2013 - Present (13 years)
Teachers Credit Union
2013 - Present (13 years)
Artisan Masterpiece, Inc.
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jessica B
CFP®
Crawfordsville, IN
Market Street Wealth Management Advisors, LLC
Jessica Bokhart is a CFP® professional with 11 years of industry experience, currently serving at Market Street Wealth Management Advisors, LLC since 2006. She holds several community roles, including Treasurer of the Montgomery County Carnegie Museum Board of Directors, Vice President of the Women's Legacy Fund at the Montgomery County Community Foundation, and a paid board member of Crawfordsville Electric Light & Power. She also serves on the Investment Committee for the Montgomery County Community Foundation. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation-driven portfolios using mutual funds and ETFs, ongoing monitoring, and a range of service options including wealth management and retirement planning.
Kyle L
Series 63, Series 65
Crawfordsville, IN
OSAIC
Kyle Lutes is a financial advisor with OSAIC based in Crawfordsville, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining OSAIC in 2024, he spent 21 years at Woodbury Financial. He is president of Lutes Wealth Management, a financial planning firm he has operated since 2011, and is involved in the sale of fixed insurance products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and alternative investment options.
Caleb W
Series 63, Series 66
Crawfordsville, IN
J.P. Morgan Securities
Caleb Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Scott G
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Crawfordsville, IN
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Crawfordsville, IN
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Series 63, Series 66
Crawfordsville, IN
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