Bradley Heyer, financial advisor Waukee IA
89 score

Bradley Heyer

CRD Number: 6239647
Current Firm: Edward Jones

Bradley Heyer (CRD# 6239647) is an Investment Advisor Representative working at Edward Jones in Waukee, IA and has over 3 years of experience in the finance industry.

Similar Advisors
Dennis Markway, financial advisor Waukee IA
Dennis L. Markway
CRD# 4373615
Iron Horse Wealth Management, LLC
Score
103
Similar Advisors
Brian McKibban, financial advisor Waukee IA
Brian M. McKibban
CRD# 5400733
Cliftonlarsonallen Wealth Advisors, LLC
Score
101
Similar Advisors
Donald Boyd Ii, financial advisor Waukee IA
Donald G. Boyd Ii
CRD# 4185736
Lpl Financial LLC
Score
100
Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2013 - Current 3
Its Inc. Johnston, IA Mar 2009 - Apr 2013 4
W Capra Consulting Chicago, IL Sep 2008 - Feb 2009 < 1
Impact 21 Group Lexington, KY Apr 2008 - Sep 2008 < 1
Casey's General Stores Inc. Ankeny, IA Feb 1985 - Feb 2008 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Bradley G. Heyer
Phone Number: 314-515-2000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.