Frederick Heyer, financial advisor Libertyville IL
77 score

Frederick Heyer

CRD Number: 6251496
Current Firm: Thrivent Investment Management Inc.

Frederick Heyer (CRD# 6251496) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Libertyville, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2014 - Current 2
Thrivent Investment Management Inc. Libertyville, IL Oct 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Dec 2013 - Feb 2014 < 1
Fmh Consulting Waukegan, IL Jan 2013 - Sep 2013 < 1
Abt Glenview, IL Aug 2010 - Jan 2013 2
Fmh Consulting Waukegan, IL Jan 2009 - Aug 2010 1
Baumeister Electronic Architects Niles, IL Apr 2006 - Jan 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Frederick M. Heyer
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
77

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