Chad Heidzig (CRD# 2900274) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 26 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axos Clearing | Omaha, NE | Dec 2019 - Current | 4 |
| 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 |
- NE
- NV
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Total Assets Under Management143MILLIONS
-
Total Number of Accounts18,834ACCOUNTS
-
Average Account Value$7,594
- 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, WY
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