Heaven French (CRD# 6948584) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Iowa City, IA and has over 3 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Iowa City, IA | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Hy-vee | Iowa City, IA | Dec 2022 - Current | 1 |
| North Star Resource Group | Iowa City, IA | Apr 2018 - Current | 6 |
| Securian Financial Services | Saint Paul, MN | Jun 2020 - Aug 2023 | 3 |
| Uber Eats | San Francisco, CA | Mar 2022 - Sep 2022 | < 1 |
| Cri Securities LLC | Saint Paul, MN | Jun 2020 - Oct 2021 | 1 |
| Securian Financial Services | Saint Paul, MN | May 2018 - Jun 2020 | 2 |
| Walmart | Coralville, IA | Jul 2016 - Apr 2018 | 1 |
| University Of Iowa | Iowa City, IA | Aug 2015 - May 2017 | 1 |
| Den Hartog | Hospers, IA | Feb 2014 - Jul 2016 | 2 |
| Iowa Lakes Community College | Spencer, IA | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- IA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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, WY
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