Corey Heimensen (CRD# 3191528) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rock Rapids, IA and has over 25 years of experience in the finance industry.
CRD# 5157894
Edward Jones
CRD# 6638558
Edward Jones
CRD# 6357291
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Rock Rapids, IA | Oct 2017 - Current | 6 |
| Securities America, Inc. | Rock Rapids, IA | Oct 2017 - Current | 6 |
| Sii Investments | Rock Rapids, IA | Jan 2004 - Oct 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- IA
- SD
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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