Brittany Heard, financial advisor West Des Moines IA
88 score

Brittany Heard

CRD Number: 6230341
Current Firm: Foster Group, Inc.

Brittany Heard (CRD# 6230341) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Foster Group, Inc. West Des Moines, IA Aug 2015 - Current 1
Self-employed Des Moines, IA Nov 2012 - Current 4
Foster Group, Inc. West Des Moines, IA Feb 2014 - Aug 2015 1
Northwestern Mutual Investment Services, LLC Des Moines, IA Nov 2013 - Feb 2014 < 1
Jerry Schwaller Des Moines, IA Oct 2013 - Feb 2014 < 1
Chad A Anderson Des Moines, IA Oct 2013 - Feb 2014 < 1
Chad A Anderson Des Moines, IA Jul 2013 - Oct 2013 < 1
Jerry Schwaller Des Moines, IA Jul 2013 - Oct 2013 < 1
Ls2group Des Moines, IA Aug 2012 - Jul 2013 < 1
Unemployed Waterloo, IA Jul 2012 - Aug 2012 < 1
Peregrine Charities Cedar Falls, IA May 2010 - Jul 2012 2
Univeristy Of Nothern Iowa Cedar Falls, IA Aug 2006 - May 2010 3
Ymca Of The Rockies-snow Mountain Ranch Granby, CO Jun 2009 - Jul 2009 < 1
Juvenile Diabetes Research Foundation Johnston, IA May 2008 - Aug 2008 < 1
Aspen Athletic Clubs Des Moines, IA May 2007 - Aug 2007 < 1
Scheels West Des Moines, IA May 2007 - Aug 2007 < 1
Valley Evangelical Free Church West Des Moines, IA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Brittany E. Heard
Phone Number: 515-226-9000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,562
    MILLIONS
  • Total Number of Accounts
    3,255
    ACCOUNTS
  • Average Account Value
    $479,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, IA, IL, MI, MN, MO, NC, ND, NE, NV, NY, OH, OK, SD, TX, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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