Heather Gardner (CRD# 6898330) is an Investment Advisor Representative working at Huntington Financial Advisors in Jackson, MI and has over 3 years of experience in the finance industry.
CRD# 6751518
Edward Jones
CRD# 5591514
Edward Jones
CRD# 4660889
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Huntington Investment Company | Columbus, OH | Jun 2022 - Current | 1 |
State Of Michigan Champs | Jackson, MI | Feb 2011 - Current | 13 |
The Huntington Investment Company | Columbus, OH | Feb 2021 - May 2022 | 1 |
The Huntington National Bank | Jackson, MI | Jun 2018 - May 2022 | 3 |
Infinex Investments, Inc. | Meriden, CT | Jan 2018 - Mar 2018 | < 1 |
Flagstar Bank | Jackson, MI | Nov 2009 - Mar 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2021 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MI
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.