Heffernan & Associates, Inc.
Heffernan & Associates, Inc. (CRD# 104934) is a financial advisory firm headquartered in St Louis, MO. They manage $21,589,372 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$539,734
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Heffernan (CRD# 710377) is an Investment Advisor Representative working at Heffernan & Associates, Inc. in Saint Louis, MO and has over 36 years of experience in the finance industry. Daniel Heffernan 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.