Heather Hardman, financial advisor Kansas City MO
90 score

Heather Hardman

CRD Number: 6060479
Current Firm: Ameriprise Financial Services, Inc.

Heather Hardman (CRD# 6060479) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Kansas City, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Kansas City, MO Dec 2013 - Current 3
Bank Of America, N.a. Leawood, KS Dec 2012 - Dec 2013 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Leawood, KS Apr 2012 - Dec 2013 1
Smart Dogs Training & Lodging Plainfield, IL Jun 2011 - Apr 2012 < 1
All The Right Moves Lenexa, KS Jun 2005 - Jun 2011 6
Walmart Olathe, KS Aug 2010 - Jan 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Heather N. Hardman
Phone Number: 612-671-3131
Registered State(s):
  • KS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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