Heidi Strutz (CRD# 6234124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Iron Mountain, MI and has over 5 years of experience in the finance industry.
CRD# 5507023
Thrivent Investment Management Inc.
CRD# 6849554
Lpl Financial LLC
CRD# 2064371
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Iron Mountain, MI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Iron Mountain, MI | Nov 2021 - Jan 2024 | 2 |
| Lpl Financial, LLC | Iron Mountain, MI | Jun 2018 - Nov 2021 | 3 |
| Northern Interstate Bank | Iron Mountain, MI | Sep 2016 - Jun 2021 | 4 |
| Ymca | Iron Mountain, MI | Jul 2015 - Jul 2020 | 5 |
| Lpl Financial, LLC | Iron Mountain, MI | Sep 2016 - Jun 2018 | 1 |
| Mccash Investment Management | Iron Mountain, MI | Nov 2016 - May 2018 | 1 |
| Mccash Investment Management | Iron Mountain, MI | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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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