Scott Heesemann (CRD# 6400030) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Moses Lake, WA and has over 9 years of experience in the finance industry.
CRD# 5240563
Edward Jones
CRD# 4417928
Lpl Financial LLC
CRD# 1340264
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird & Company Incorporated | Louisville, KY | Oct 2019 - Current | 4 |
| Jjb Hilliard Wl Lyons LLC | Louisville, KY | Sep 2014 - Current | 9 |
| Us Army | Fort Bragg, NC | May 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- FL
- KY
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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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