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 2 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|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|
Total Assets Under Management1,562MILLIONS
Total Number of Accounts3,255ACCOUNTS
Average Account Value$479,883
- 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, MI, MN, MO, NC, ND, NE, NV, NY, OH, OK, SD, TX, WI
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