Heinz Koch has been an investment adviser representative at Courage Miller Partners since June 2013, and is not listed among the firm’s executive officers or direct owners.
Courage Miller Partners, LLC is a Norfolk, VA firm with $481M under management, 228 clients and 3 advisers in one office, as of its March 2026 filing.
Heinz Koch’s longest registration was 13 years at UBS Financial Services Inc. (2000–2013). Before joining Courage Miller Partners in 2013, Heinz Koch was registered through UBS Financial Services Inc.
- Courage Korving Miller Partners, LLCAlso current– present · 4 yearsNorfolk, VA · Adviser representative · Firm CRD 318067
- Courage Miller Partners, LLCCurrent– present · 13 yearsNorfolk, VA · Adviser representative · Firm CRD 147360
- UBS Financial Services Inc.– · 13 yearsNorfolk, VA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Heinz Koch is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2013; the most recent is Texas, in April 2020.
- TexasResidentSince 29 April 2020
- VirginiaSince 21 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 1997 |
| Series 7 | General Securities Representative Examination | 24 July 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heinz Garner Koch
- CRD
- 2918650
- Firm
- Courage Miller Partners · CRD 147360
- Office
- WORLD TRADE CENTER, 101 W. MAIN STREET, SUITE 720, Norfolk, VA 23510
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Heinz Koch work?
Heinz Koch is an investment adviser representative registered through Courage Miller Partners, LLC since June 2013, and is not listed among the firm’s executive officers or direct owners.
Is Heinz Koch a financial advisor?
Yes. Heinz Koch has a current investment-adviser registration in Texas and Virginia, through Courage Miller Partners since June 2013.
How many years of experience does Heinz Koch have?
Heinz Koch has 26 years in the financial industry, since February 2000, across 3 adviser firms.
What exams has Heinz Koch passed?
Heinz Koch has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1997.
Where is Heinz Koch based?
Heinz Koch’s registered office is in Norfolk, VA.
Is Heinz Koch registered with FINRA?
No. Heinz Koch has no current broker registration.
How can I verify Heinz Koch’s record?
Search CRD 2918650 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heinz Koch’s full registration record.