Samuel Heveroh, financial advisor Saint Louis MO

Samuel Heveroh

CRD Number: 7129416
Current Firm: Mutual Of Omaha Investor Services, Inc.

Samuel Heveroh (CRD# 7129416) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services Saint Louis, MO Jan 2020 - Current 3
Mutual Of Omaha Insurance Company Saint Louis, MO Jan 2020 - Current 3
Wells Fargo Clearing Services St. Louis, MO May 2019 - Jan 2020 < 1
Rhi General Group San Ramon, CA May 2019 - Oct 2019 < 1
Truman State University Kirksville, MO Aug 2015 - May 2019 3
Westwood Country Club Saint Louis, MO May 2017 - Aug 2018 1
Oakville High School Saint Louis, MO Aug 2011 - Aug 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Samuel S. Heveroh
Phone Number: 402-351-3102
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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