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Robert William Heykoop

Advisor at Traction Financial Partners — Encampment, WY

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Credentials

ChFC®, Series 66

Experience

24 years

Location

Encampment, WY 82325-1028

Traction Financial Partners logo

Traction Financial Partners

Team

Total advisors

7

Across 2 offices

Clients per advisor

47 Typical

Avg AUM per client

$835,643 Typical

HNW client ratio

61% Very High

About

Robert Heykoop is a financial advisor at Traction Financial Partners with 24 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Traction in 2021, he worked for Equitable Advisors and Axa Advisors for approximately 20 years. Heykoop serves on committees and boards related to youth agricultural events and state fairs, including the National Western Stock Show Junior Livestock Auction and the Wyoming State Fair Foundation. Traction Financial Partners serves individuals, employer‑sponsored retirement plans, trusts, foundations, and institutional clients. The firm employs a core-satellite investment approach and offers comprehensive financial planning, retirement plan advisory services, and coordination of estate-planning document creation using a third-party platform.

Client services

Based on Traction Financial Partners

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on Traction Financial Partners

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Traction Financial Partners

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning fixed fees range from $3,000 to $25,000; estate planning via Snug platform fees $150-$400

Percentage

$0+: Negotiable, maximum advisory fee 1.35% annually, fees may vary based on account size, complexity and other factors $50,000+: Manager Access Select Program - maximum 2.00% $25,000+: Model Wealth Portfolios Program - maximum 2.00% $250,000+: Personal Wealth Portfolios Program - maximum 2.00% N/A+: Retirement Plan Advisory Services maximum advisory fee of 0.75% annually; fixed fees from $1,000 to $100,000

Commissions

Commission-based compensation received by IARs in their capacity as registered representatives of LPL Financial and insurance agents

Project-based

Financial Planning and Consulting hourly rate: $350/hour

Other

Account minimum: $300,000 (may be waived) Minimum fee: Retirement Plan Advisory Services minimum fee of $1,000 annually Fee-only: Financial Planning fees range from $3,000 to $25,000 fixed; hourly fees $350/hour; consulting services hourly $350/hour; estate planning coordination $350/hour plus Snug platform fees ($150 to $400)

Location

See office

Encampment, WY

168 County Road 648

Encampment WY 82325-1028

Advisors at this office

1

Most active in

Colorado · Texas · Wyoming

Work history

24 years of industry experience

Traction Financial Partners

2021 - Present • 5 years

Encampment, WY

Equitable Advisors

2001 - 2021 • 20 years

New York, NY

Axa Advisors, Llc

2001 - 2020 • 19 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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