Heather Vestweber (CRD# 4494928) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 22 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Wealth Asset Management | Cedar Rapids, IA | Sep 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Cedar Rapids, IA | Nov 2016 - Sep 2021 | 4 |
| Wells Fargo Advisors LLC | Cedar Rapids, IA | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- IA
-
Total Assets Under Management1,608MILLIONS
-
Total Number of Accounts1,781ACCOUNTS
-
Average Account Value$902,625
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IA, MO, NE, TX
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