Heather LiedtkeCRD Number: 6148110
Current Firm: Wells Fargo Advisors, LLC
Heather Liedtke (CRD# 6148110) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Advisors, LLC||Orlando, FL||Dec 2012 - Current||5|
|Wells Fargo Bank Na||Altamonte Springs, FL||May 2009 - Dec 2012||3|
|Wing House||Orlando, FL||Sep 2009 - Mar 2010||< 1|
|Echo Artz||Kissimmee, FL||Sep 2009 - Mar 2010||< 1|
|Homemaker||Ormond Beach/ Santa Clarita, FL||Apr 2005 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
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
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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