AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
HH

Heidi Hutchison

Indiana·CRD #1835733
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
HJ

Heidi Jo Helmeke

Minnesota·CRD #2302043
Dual-registered

Dual-registered at ENSPYRE WEALTH ADVISORS, INC.

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
HK

Heidi Kay Clark

Utah·CRD #6949187
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Fee
AUM / Performance-based / Other
View profile
HL

Heidi Leuppi Davis

Texas·CRD #1700988
Dual-registered

Dual-registered at LINSCOMB WEALTH, INC.

Experience
38 yrs
States
1
Exams
2
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
HL

Heidi L Halus

Colorado·CRD #4475489
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
HL

Heidi Linda Rexford

Pennsylvania·CRD #4525092
Dual-registered

Dual-registered at HAZARD & SIEGEL ADVISORY SERVICES LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HL

Heidi Louise Hukriede

Minnesota·CRD #4363332
IA Rep

Investment Adviser Rep at STONEBRIDGE CAPITAL ADVISORS LLC

States
1
Since
2026
Est. fee
AUM
View profile
HL

Heidi Louise Lingle

Texas·CRD #7157818
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heidi L Tiong

New York·CRD #6590893
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
HL

Heidi Lynn

California·CRD #4117309
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Heidi Lynne Adams

Nebraska·CRD #6337395
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
HM

Heidi Marie Johnson

Minnesota·CRD #4232363
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Flat Fee
View profile
HM

Heidi Marie Johnson Bixby

Texas·CRD #2215324
IA Rep

Investment Adviser Rep at JOHNSON BIXBY

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
HN

Heidi Noel Strom

Washington·CRD #6253897
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HO

Heidi Obenauer Yoshida

South Carolina·CRD #4245858
Dual-registered

Dual-registered at OAK ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
HP

Heidi Permuy

Florida·CRD #6508697
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
HP

Heidi Pui Wa Leu

California·CRD #4177101
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
HS

Heidi Sarah Hirsh

Florida·CRD #2846232
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
3
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HS

Heidi Sophie Strutz

Michigan·CRD #6234124
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HT

Heidi Tsu-Sing Donaghe

California·CRD #7910254
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
HW

Heidi Wai Suen Lau

California·CRD #3200670
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
26 yrs
States
13
Exams
7
Since
2000
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
HW

Heidi Wendy Joslin

Arizona·CRD #6252279
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Hourly / Flat Fee / Other
View profile
HE

Heikki Erik Von Hellens

Georgia·CRD #4751588
Dual-registered

Dual-registered at &PARTNERS

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
HG

Heinrich Grobler

Colorado·CRD #5908779
Dual-registered

Dual-registered at SUNBELT SECURITIES

Experience
12 yrs
States
8
Exams
6
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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