Emily Heimsoth, financial advisor Bingham Farms MI
93 score

Emily Heimsoth

CRD Number: 5509501
Current Firm: Girard Securities, Inc.

Emily Heimsoth (CRD# 5509501) is an Investment Advisor Representative working at Girard Securities, Inc. in Bingham Farms, MI and has over 5 years of experience in the finance industry. Emily Heimsoth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Greg Brown, financial advisor Bingham Farms MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
Andrea Darden, financial advisor Bingham Farms MI
Andrea B. Darden
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
Similar Advisors
James Carnaghi, financial advisor Bingham Farms MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Professional Designations
Company Name Location Dates Years
Girard Securities San Diego, CA Apr 2016 - Current < 1
Invest Financial Corp Ann Arbor, MI Oct 2014 - Apr 2016 1
Dominion Investor Services, Inc. Horseshoe Bay, TX Oct 2012 - Oct 2014 2
Financial Independents Lansing, MI Oct 2012 - Oct 2014 2
Unemployed Dewitt, MI Jun 2012 - Sep 2012 < 1
Thrivent Financial For Lutherans Appleton, WI Sep 2011 - May 2012 < 1
Unemployed St. Johns, MI May 2011 - Aug 2011 < 1
Northwestern Mutual Mt. Pleasant, MI Nov 2010 - May 2011 < 1
Total Invesment Planners, Inc. Mt. Pleasant, MI Feb 2008 - Oct 2010 2
Central Michigan University Mt. Pleasant, MI Jul 2007 - Feb 2008 < 1
Morrison Management St. Johns, MI Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Emily R. Heimsoth
Phone Number: 858-622-2140
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.