Heidi PedersonCRD Number: 3179397
Current Firm: Lpl Financial LLC
Heidi Pederson (CRD# 3179397) is an Investment Advisor Representative working at Lpl Financial LLC in Eden Prairie, MN and has over 17 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Lpl Financial LLC||Wayzata, MN||Jul 2013 - Current||3|
|Anchor Bank, N.a.||Wayzata, MN||Apr 2013 - Current||3|
|Heartpath Coaching LLC||Victoria, MN||May 2012 - Current||4|
|M Holdings Securities, Inc.||Portland, OR||Oct 2010 - Apr 2012||1|
|Chaffee & Associates, LLC||Minnetonka, MN||Oct 2010 - Apr 2012||1|
|Unemployed||Victoria, MN||Jan 2010 - Nov 2010||< 1|
|Executive Compensation Solutions||Glendora, CA||May 2008 - Dec 2009||1|
|M Holdings Securities, Inc.||Portland, OR||May 2008 - Dec 2009||1|
|Octavus Group LLC||Excelsior, MN||May 2007 - Apr 2008||< 1|
|Octvaus LLC||Excelsior, MN||May 2007 - Apr 2008||< 1|
|M Financial Group||Portland, OR||Dec 1998 - May 2007||8|
|M Holdings Securities, Inc.||Portland, OR||Dec 1998 - May 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2011|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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
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