Barbara Hein
Barbara Hein is a CFP-designated registered investment advisor at Pursuit Wealth Management, based in Coralville, IA, with 24 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pursuit Wealth Management charges a management fee that will not exceed 2.5% annually. The fee is calculated monthly in advance or quarterly in arrears. The fee is deducted from the client's core money market mutual fund. Fees are negotiable.
Location
2461 10th St. Suite 4, Coralville, IA, 52241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barbara operates under the DBA Barbara L Hein. She is also an independent representative with various insurance carriers, focusing on fixed products, and a distributor for Nu-Skin.
Employment History
Current Registrations
Pursuit Wealth Management
Previous Registrations
Steeleworks Wealth Management
Geneos Wealth Management, INC.
Wealth Advisors of Iowa, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.