Kimber Heaton, financial advisor Cedar City UT

Kimber Heaton

CRD Number: 2352325
Current Firm: Heaton Financial, Pc

Kimber Heaton (CRD# 2352325) is an Investment Advisor Representative working at Heaton Financial, Pc in Cedar City, UT and has over 29 years of experience in the finance industry. Kimber Heaton 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
Heaton Financial, Pc Cedar City, UT Aug 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Kimber W. Heaton
Phone Number: 435-865-9991
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States


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