Heidi Burgoyne, financial advisor Downers Grove IL

Heidi Burgoyne

CRD Number: 2848247
Current Firm: Ausdal Financial Partners, Inc.

Heidi Burgoyne (CRD# 2848247) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Downers Grove, IL and has over 25 years of experience in the finance industry. Heidi Burgoyne 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.

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Professional Designations
Company Name Location Dates Years
Ausdal Financial Partners, Inc. Davenport, IA Feb 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Heidi M. Burgoyne
Phone Number: 563-326-2064
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    1,416
    MILLIONS
  • Total Number of Accounts
    8,303
    ACCOUNTS
  • Average Account Value
    $170,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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