Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Iowa > Waterloo > Robert M. Heaton, CPA CFP®
Find the Certified Financial Planner™
Who's right for you.

Robert M. Heaton, CPA CFP®

Heaton Adams Financial Services

333 W 4th St
Waterloo, IA 50701-5503
Phone: (319) 232-1943
Fax: (319) 235-6664

Web site

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $400,000

Specialties
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Personal Taxes

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: No asset minimum, but our firm does have an annual fee minimum.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.