Merrill
47yrs
Top advisor by experience in Cincinnati
22yrs
Randy Hein
Full name on record: Randy E Hein
Financial advisor at Cambridge Investment Research Advisors
Randy Hein is a fiduciary financial advisor in Cincinnati, Ohio, with 22 years in the industry. Randy joined Cambridge Investment Research Advisors in 2020, after two years at Fidelity Personal and Workplace Advisors and 11 years at Strategic Advisers. Randy holds the CFP® designation.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors in Ohio
Office7426 Jager Ct., Cincinnati, OH 45230
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2018 – 2020Fidelity Personal and Workplace AdvisorsPreviously
- 2007 – 2018Strategic Advisers LLCPreviously
Contact Randy
7426 Jager Ct.Cincinnati, OH 45230Office · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research Advisors
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Questions to ask Randy
Tailored to Randy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Randy
How do I contact Randy?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Randy Hein. Randy works from the Cincinnati, OH office.
How long has Randy been a financial advisor?
Randy has been in the industry since 2004, about 22 years. More experience than 67% of advisors in Ohio.
What licenses does Randy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Randy a fiduciary?
Randy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randy paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Randy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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