Heartwood Investments, Inc.

Heartwood Investments, Inc. (CRD# 145668) is a financial advisory firm headquartered in Waterloo, IA. They manage $47,128,400 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $872,748
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Heartwood Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David G. Sparks
CRD#: 866624
100 East Park Avenue, Waterloo, IA 50703
96
Wealthminder
score

David Sparks (CRD# 866624) is an Investment Advisor Representative working at Heartwood Investments, Inc. in Waterloo, IA and has over 36 years of experience in the finance industry.

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