Dalton Heim (CRD# 6948793) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
CRD# 1955854
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Advisory Services, Inc. | Omaha, NE | Jun 2020 - Current | 3 |
Bankers Life & Casualty, Inc. | Omaha, NE | Jun 2020 - Current | 3 |
Ae Wealth Management, LLC | Topeka, KS | Nov 2018 - Apr 2020 | 1 |
Retire Smart LLC | Omaha, NE | Sep 2018 - Mar 2020 | 1 |
Cls Investments, LLC | Omaha, NE | Jun 2018 - Aug 2018 | < 1 |
Great Western Bank | Bellevue, NE | Oct 2017 - May 2018 | < 1 |
Sunvalley Lanes | Lincoln, NE | Nov 2013 - Jan 2018 | 4 |
U.s. Bank | Papillion, NE | Dec 2016 - Oct 2017 | < 1 |
Sandhills Publishing | Lincoln, NE | Oct 2013 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- NE
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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