Brittany HeardCRD 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 over 3 years of experience in the finance industry. Brittany Heard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Foster Group, Inc.||West Des Moines, IA||Jul 2017 - Current||< 1|
|Self-employed||Des Moines, IA||Nov 2012 - Current||5|
|Foster Group, Inc.||West Des Moines, IA||Aug 2015 - Jul 2017||1|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management2,041MILLIONS
Total Number of Accounts3,697ACCOUNTS
Average Account Value$552,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, IA, IL, KS, MI, MN, MO, NC, ND, NE, NV, NY, OH, OK, PA, SD, TX, WI
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