Drew Hefflefinger (CRD# 6094233) is an Investment Advisor Representative working at Commonwealth Financial Network in Nashua, NH and has over 11 years of experience in the finance industry. Drew Hefflefinger 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.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Feb 2017 - Current | 7 |
| Acorn Financial | Nashua, NH | Feb 2017 - Current | 7 |
| Independent Contractor | Denver, CO | Jan 2016 - Dec 2016 | < 1 |
| Cliftonlarsonallen Wealth Advisors LLC | Greenwood Village, CO | May 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- NH
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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