DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Barbara Linn Hein
Certified Financial Planner
Feed of 09/14/2026
At current firm
8 y
since Sep 17, 2018
In the industry
26 y
since Feb 10, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Financial Investments Research & Management LLC former currentsince Sep 17, 2018 · Coralville, Ia
- Steeleworks Wealth Management unclassifiedMar 31, 2014 to Feb 14, 2017 · Clive, Ia
- Geneos Wealth Management, Inc. BD affiliatedJun 16, 2009 to Mar 31, 2014 · Spokane, Wa
- Wealth Advisors Of Iowa, LLC independent RIAFeb 18, 2000 to Jul 6, 2009 · West Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
- Steeleworks Wealth Management to Financial Investments Research & Management LLCleft Feb 14, 2017, registered Sep 17, 2018 (580 days) · Other
- Geneos Wealth Management, Inc. to Steeleworks Wealth Managementleft Mar 31, 2014, registered Mar 31, 2014 (0 days) · Other
- Wealth Advisors Of Iowa, LLC to Geneos Wealth Management, Inc.left Jul 6, 2009, registered Jun 16, 2009 (-20 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Former SEC-registered adviserderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address