Heith Groth (CRD# 7765458) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Soldotna, AK and has 1 year of experience in the finance industry.
CRD# 4369950
Concourse Financial Group Advisors
CRD# 7024070
Edward Jones
CRD# 4630426
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heith Groth Insurance Agency | Soldotna, AK | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | Soldotna, AK | Sep 2023 - Current | < 1 |
| State Farm Vp Management Corp | Soldotna, AK | Sep 2023 - Current | < 1 |
| State Farm Insurance | Soldotna, AK | Sep 2023 - Jan 2024 | < 1 |
| State Farm Insurance | Albuquerque, NM | Jul 2023 - Sep 2023 | < 1 |
| State Farm Vp Management Corp | Albuquerque, NM | Jul 2023 - Sep 2023 | < 1 |
| State Farm Investment Management Corp | Albuquerque, NM | Jul 2023 - Sep 2023 | < 1 |
| Michael Romero Insurance Agency | Albuqquerque, NM | May 2021 - Jul 2023 | 2 |
| Bam! Pizza Management Inc. Dba Domino's Pizza | Albuquerque, NM | Jul 2017 - May 2021 | 3 |
| Ocean Cities Pizza Dba Domino's Pizza | Vallejo, CA | Jul 2016 - Jul 2017 | 1 |
| Domino's Pizza | Chandler, AZ | May 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | May 2023 |
- AK
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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