Tami Heinrichs (CRD# 7024210) is an Investment Advisor Representative working at Cwm, LLC in Hastings, NE and has over 4 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Nov 2023 - Current | < 1 |
| Oakeson Steiner Wealth & Retirement | Hastings, NE | Aug 2018 - Current | 5 |
| Onedigital Investment Advisors | Overland Park, KS | May 2019 - Jan 2024 | 4 |
| Osl, Inc. | Hastings, NE | Aug 2018 - Nov 2023 | 5 |
| Lutz | Hastings, NE | May 2017 - Aug 2018 | 1 |
| Mcdermott & Miller Pc | Hastings, NE | Jan 2011 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- NE
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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