Unclaimed Profile

Heidi Beach Strauss

STRAUSS FINANCIAL GROUP, INC.·BIRMINGHAM, Alabama

Series 7, Series 24, Series 63, Series 66Clean record17 years registeredSTRAUSS FINANCIAL GROUP, INC.

2201 CAHABA VALLEY DRIVE, BIRMINGHAM, AL 35242CRD# 1257403Firm CRD# 109586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heidi Beach Strauss · BIRMINGHAM, AL

Registration

CRD #1257403 · STRAUSS FINANCIAL GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

STRAUSS FINANCIAL GROUP

Nov 2020 – present

STRAUSS FINANCIAL GROUP, INC.

Dec 2008 – Nov 2020

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 8, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRAUSS FINANCIAL GROUP, INC.

CRD 109586 · SEC 801-96209

AUM

$139M

Regulatory assets under management

Employees

650 client accounts

Services offered by STRAUSS FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRAUSS FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Heidi Beach Strauss offer?

Heidi Beach Strauss specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Heidi Beach Strauss's credentials?

Heidi Beach Strauss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heidi Beach Strauss located?

Heidi Beach Strauss is based in BIRMINGHAM, Alabama, working with STRAUSS FINANCIAL GROUP, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Heidi Beach Strauss charge for services?

Heidi Beach Strauss's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRAUSS FINANCIAL GROUP, INC.?

STRAUSS FINANCIAL GROUP, INC. has approximately 6 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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