David Heinle has been an investment adviser representative at T2 Asset Management since March 2016, and is not listed among the firm’s executive officers or direct owners. David Heinle holds an MBA in Finance from DePaul University.
T2 Asset Management, LLC is a Naperville, IL firm with $180M under management, 560 clients and 8 advisers across 2 offices, as of its March 2026 filing.
David Heinle is Senior Wealth Manager of T2 Asset Management, based in Naperville, IL. Before joining T2 Asset Management, he spent over 30 years in the financial services industry, with experience in product knowledge, risk management, financial planning and portfolio management. As a Senior Wealth Manager, he works with clients in identifying and coordinating their needs and objectives.
- T2 Asset Management, LLCCurrent– present · 10 yearsNaperville, IL · Adviser representative · Firm CRD 167714
Professional designations
Listed by T2 Asset Management
- CFP
Investment adviser representative registrations
David Heinle is registered as an investment adviser representative in Illinois, since March 2016.
- IllinoisSince 15 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 21 March 2005 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 5 August 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 1991 |
| Series 7 | General Securities Representative Examination | 18 January 1991 |
| Series 3 | National Commodity Futures Examination | 28 April 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- David Christopher Heinle
- CRD
- 1935153
- Firm
- T2 Asset Management · CRD 167714
- Office
- 1952 MCDOWELL RD, SUITE 101, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- t2assetmgmt.com
Where does David Heinle work?
David Heinle is an investment adviser representative registered through T2 Asset Management, LLC since March 2016, and is not listed among the firm’s executive officers or direct owners.
Is David Heinle a financial advisor?
Yes. David Heinle has a current investment-adviser registration in Illinois, through T2 Asset Management since March 2016.
How many years of experience does David Heinle have?
David Heinle has 10 years in the financial industry, since March 2016, across 1 adviser firm.
What exams has David Heinle passed?
David Heinle has passed 5 licensing exams: the Series 3, Series 7, Series 63, Series 8 and Series 4. The earliest, the Series 3, was passed in April 1989. FINRA credited David Heinle with the SIE, which began in October 2018.
Where is David Heinle based?
David Heinle’s registered office is in Naperville, IL.
Is David Heinle registered with FINRA?
No. David Heinle has no current broker registration.
Is David Heinle a CFP?
T2 Asset Management lists David Heinle with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify David Heinle’s record?
Search CRD 1935153 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Heinle’s full registration record.
