UBS Financial Services
47yrs
Top advisor by experience in Phoenix
11yrs
Heath Granneman
Full name on record: Heath D Granneman
Financial advisor at Cambridge Investment Research Advisors
Based in Phoenix, Arizona, Heath Granneman is a fiduciary financial advisor with 11 years of industry experience. Heath joined Cambridge Investment Research Advisors in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office19239 N. 30th Place, Phoenix, AZ 85050
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Heath
19239 N. 30th PlacePhoenix, AZ 85050Office · 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 Heath
Tailored to Heath’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 Heath
How do I contact Heath?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Heath Granneman. Heath works from the Phoenix, AZ office.
How long has Heath been a financial advisor?
Heath has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Heath hold?
Series 66. Tap any license on this page to see what it allows.
Is Heath a fiduciary?
Heath is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Heath 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 Heath 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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