Chad HeidzigCRD Number: 2900274
Current Firm: Axos Invest, Inc.
Chad Heidzig (CRD# 2900274) is an Investment Advisor Representative working at Axos Invest, Inc. in Omaha, NE and has over 24 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Axos Clearing||Omaha, NE||Dec 2019 - Current||1|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Jun 2011 - Dec 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management205MILLIONS
Total Number of Accounts25,577ACCOUNTS
Average Account Value$7,999
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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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