Heidi Lydon, financial advisor Sparta WI

Heidi Lydon

CRD Number: 6714390
Current Firm: Edward Jones

Heidi Lydon (CRD# 6714390) is an Investment Advisor Representative working at Edward Jones in Sparta, WI and has over 6 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2016 - Current 7
Hls Enterprises LLC Sparta, WI Apr 2016 - Current 7
Assist 2 Sell Sparta, WI Feb 2015 - Oct 2016 1
Western Technical College La Crosse, WI Jul 2013 - Apr 2015 1
Evans Print Media Group (formerly Known As Evans Printing) Sparta, WI Aug 2014 - Feb 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Heidi L. Lydon
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, VI, VT, WA, WI, WV, WY

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