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).
Total Assets Under Management47MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$872,748
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
David Sparks (CRD# 866624) is an Investment Advisor Representative working at Heartwood Investments, Inc. in Waterloo, IA and has over 38 years of experience in the finance industry.