Heather Johancen, financial advisor Twinsburg OH

Heather Johancen

CRD Number: 7155191
Current Firm: Huntington Financial Advisors

Heather Johancen (CRD# 7155191) is an Investment Advisor Representative working at Huntington Financial Advisors in Twinsburg, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Huntington Investment Company Columbus, OH Feb 2022 - Current 2
The Huntington National Bank Twinsburg, OH Jan 2021 - Feb 2022 1
The Huntington Investement Company Streetsboro, OH Nov 2019 - Feb 2022 2
The Huntington National Bank Streetsboro, OH Nov 2019 - Jan 2021 1
The Huntington Investement Company Columbus, OH Sep 2019 - Nov 2019 < 1
Huntington National Bank Streetsboro, OH Oct 2016 - Nov 2019 3
Unemployed Twinsburg, OH Sep 2016 - Oct 2016 < 1
Buffalo Wild Wings Lyndhurst, OH Sep 2015 - Sep 2016 1
Unemployed Twinsburg, OH Aug 2015 - Sep 2015 < 1
Alliance Solutions Group Independence, OH May 2015 - Aug 2015 < 1
Progressive Insurance Mayfield Heights, OH Apr 2014 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2019
S66 NASAA Uniform Combined State Law Examination Mar 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Heather Johancen
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,197
    MILLIONS
  • Total Number of Accounts
    32,956
    ACCOUNTS
  • Average Account Value
    $157,688
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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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