Joan Heidorn, financial advisor Bartlesville OK

Joan Heidorn

CRD Number: 3154424
Current Firm: Spur Capital Partners

Joan Heidorn (CRD# 3154424) is an Investment Advisor Representative working at Spur Capital Partners in Bartlesville, OK and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Spur Capital Partners, LLC Bartlesville, OK Jul 2001 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Joan C. Heidorn
Phone Number: 918-331-3800
Firm Website:
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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