David Heim (CRD# 2068976) is an Investment Advisor Representative working at Strategic Wealth Advisors Group, Inc. in Nixa, MO and has over 26 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Advisors Group | Nixa, MO | Jan 2018 - Current | 6 |
| Heim Financial Solutions | Nixa, MO | Nov 2017 - Current | 6 |
| Alliance America Corporation | University Park, FL | Oct 2010 - Nov 2017 | 7 |
| United Advisors America Corporation | Frisco, TX | Jan 2010 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
- MO
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Total Assets Under Management101MILLIONS
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Total Number of Accounts718ACCOUNTS
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Average Account Value$140,858
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, IL, IN, MI, MO, NC, OH
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