Todd Heasty (CRD# 7346090) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 2 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 4930022
Transamerica Financial Advisors, Inc.
CRD# 715423
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cimarron Wealth Management, Inc. | Montrose, CO | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Montrose, CO | Mar 2021 - Current | 3 |
| Small Business Owner - Scooter's Coffee Franchisee | Greeley, CO | May 2017 - Current | 7 |
| Strategic Financial Management, Inc. | Greeley, CO | Sep 2021 - May 2022 | < 1 |
| Scheels | Johnstown, CO | Jul 2020 - Nov 2021 | 1 |
| Loveland Fire Rescue Authority | Loveland, CO | May 2001 - Apr 2020 | 18 |
| Aims Community College - Fire Academy | Greeley, CO | Apr 2008 - Feb 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CO
- LA
- TX
-
Total Assets Under Management205MILLIONS
-
Total Number of Accounts986ACCOUNTS
-
Average Account Value$207,526
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CO, FL, LA, TN, TX
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