Frequently Asked Questions

What does it mean to be an Investment Advisor Representative?

Huiskamp Collins Investments, LLC, and its representatives, provide analysis and advice about investments for a fee. The firm is registered with state and federal agencies, and is subject to filings, disclosures and audits. As a potential client, Huiskamp Collins Investments will provide you with an Adviser’s Brochure, which provides details of our responsibilities to you and other business interests we may hold.

 

Who owns Huiskamp Collins Investments, LLC?

The firm is wholly-owned by Heidi Huiskamp Collins. Heidi partners with a privately-held broker/dealer, J.W. Cole Financial, Inc. of Tampa, Fla. All investment purchases and trades are made through this firm. Representing a national network of independent advisors, J.W. Cole offers Heidi access to tools and products of larger firms, but the independence to personalize services that fit your needs and investment goals.

 

Will my assets be protected?

J.W. Cole and its clearing partner National Financial Services LLC (NFS)—a Fidelity Investments® company, are members of the Securities Investor Protection Corporation (SIPC). Learn more about what this means.

 

Why should I choose an Independent Advisor?

Heidi Huiskamp Collins is the sole owner of this firm and works with clients directly. She invests the time to understand your personal situation and investment goals, and offers solutions tailored to meet your needs. The financial products Heidi offers are not company-owned or proprietary. She has no added financial interest in which product she may recommend for your individual situation, and she is required to work for your best interests.

How am I charged for the services of Huiskamp Collins Investments?

In most of her customized planning, Heidi charges a very market-competitive management fee for total Assets Under Management (AUM).

 

How do I know if Huiskamp Collins Investments is a good fit for me?

Is your plan and investing strategy current for your life’s situation? Whether it’s a new child or grandchild, a job change, moving closer to retirement, or caring for an elderly parent – we know life changes.

This may be a good time to evaluate your financial plan and consider whether your current advisor is in tune with your needs. Heidi offers a fresh, common-sense approach to planning that allows for life’s realities, and your hopes and dreams.

Solutions for Balance and Certainty