Heritage Planning & Investing Services, LLC

Heritage Planning & Investing Services, LLC (CRD# 116287) is a financial advisory firm headquartered in Louisville, CO. They manage $6,362,062 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 270570, Louisville, CO 80027
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $138,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Heritage Planning & Investing Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Linda Towe, financial advisor Evergreen CO
Linda W. Towe
CRD#: 2545511
3560 Evergreen Pkwy #109, Evergreen, CO 80439

Linda Towe (CRD# 2545511) is an Investment Advisor Representative working at Heritage Planning & Investing Services, LLC in Evergreen, CO and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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