Tod HeislerCRD Number: 4603088
Current Firm: Edward Jones
Tod Heisler (CRD# 4603088) is an Investment Advisor Representative working at Edward Jones in Fort Wayne, IN and has over 14 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Edward Jones||St. Louis, MO||Sep 2006 - Current||11|
|Equitrust Marketing Serv LLC||West Des Moines, IA||Oct 2002 - Sep 2006||3|
|Farm Bureau Ins||Peru, IN||Feb 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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