Tamara Kinney has been an investment adviser representative at Heffernan Advisory since May 2008, and is not listed among the firm’s executive officers or direct owners.
Heffernan Advisory, Inc. is a Flagstaff, AZ firm with $410M under management, 357 clients and 5 advisers across 8 offices, as of its August 2026 filing.
Tamara Kinney’s longest registration is the current one, 18 years at Heffernan Advisory since 2008. Before joining Heffernan Advisory in 2008, Tamara Kinney was registered through Geneos Wealth Management, Inc.
- Heffernan Advisory, Inc.Current– present · 18 yearsFlagstaff, AZ · Adviser representative · Firm CRD 116771
- Geneos Wealth Management, Inc.– · under a yearFlagstaff, AZ · Adviser representative · Firm CRD 120894
Investment adviser representative registrations
Tamara Kinney is registered as an investment adviser representative in Arizona, since May 2008.
- ArizonaSince 27 May 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 March 2008 |
| Series 24 | General Securities Principal Examination | 22 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 2004 |
| Series 7 | General Securities Representative Examination | 13 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tamara Wolfe Kinney
- CRD
- 4272821
- Firm
- Heffernan Advisory · CRD 116771
- Office
- 809 W. RIORDAN ROAD, SUITE 104, Flagstaff, AZ 86001
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Tamara Kinney work?
Tamara Kinney is an investment adviser representative registered through Heffernan Advisory, Inc. since May 2008, and is not listed among the firm’s executive officers or direct owners.
Is Tamara Kinney a financial advisor?
Yes. Tamara Kinney has a current investment-adviser registration in Arizona, through Heffernan Advisory since May 2008.
How many years of experience does Tamara Kinney have?
Tamara Kinney has 22 years in the financial industry, since August 2004, across 2 adviser firms.
What exams has Tamara Kinney passed?
Tamara Kinney has passed 4 licensing exams: the Series 63, Series 7, Series 24 and Series 66. The earliest, the Series 63, was passed in August 2004. FINRA credited Tamara Kinney with the SIE, which began in October 2018.
Where did Tamara Kinney work before Heffernan Advisory?
Before Heffernan Advisory, Tamara Kinney was registered through Geneos Wealth Management, Inc., April 2008 to April 2008.
Where is Tamara Kinney based?
Tamara Kinney’s registered office is in Flagstaff, AZ.
Is Tamara Kinney registered with FINRA?
Yes. Tamara Kinney has a current broker registration, under CRD 4272821.
Source: FINRA BrokerCheck
How can I verify Tamara Kinney’s record?
Search CRD 4272821 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tamara Kinney’s full registration record.
