Patricia HeaslerCRD Number: 5359952
Current Firm: Wells Fargo Advisors, LLC
Patricia Heasler (CRD# 5359952) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Kennewick, WA and has over 9 years of experience in the finance industry.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Wells Fargo Advisors, LLC||Kennewick, WA||Nov 2015 - Current||1|
|Ps Property Management||Richland, WA||Jan 1992 - Current||24|
|J.p. Morgan Securities LLC||Kennewick, WA||Oct 2012 - Nov 2015||3|
|Chase Investment Services Corp.||Kennewick, WA||Sep 2009 - Oct 2012||3|
|Richland Public Library Foundation||Richland, WA||Feb 2010 - Sep 2012||2|
|Waddell & Reed Inc.||Kennewick, WA||Jul 2009 - Aug 2009||< 1|
|Various Insurance Carriers For W & R Insurance Agencies||Richland, WA||Jul 2009 - Aug 2009||< 1|
|Ubs Financial Services||Kennewick, WA||May 2007 - Jun 2009||2|
|Washington State University Nw Public Radio||Richland, WA||Mar 2004 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.