Unclaimed Profile

Heidi Marie Wilson

BURLESON & COMPANY, LLC·PETALUMA, California

Series 65Clean record15 years registeredBURLESON & COMPANY, LLC

201 1ST STREET, PETALUMA, CA 94952-4288CRD# 5867346Firm CRD# 131803

Profile Verification

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

Identity

Heidi Marie Wilson · PETALUMA, CA

Registration

CRD #5867346 · BURLESON & COMPANY, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BURLESON & COMPANY, LLC

BURLESON & COMPANY, LLC

Nov 2014 – Oct 2019

PETALUMA, CA

GREENLEAF & BURLESON WEALTH MANAGEMENT, LLC

Dec 2010 – Feb 2014

PETALUMA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 13, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BURLESON & COMPANY, LLC

CRD 131803 · SEC 801-66240

AUM

$492M

Regulatory assets under management

Employees

965 client accounts

Services offered by BURLESON & COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BURLESON & COMPANY, LLC →

Introduction

Speak with Heidi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Heidi is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PETALUMA?

Browse all registered financial advisors in PETALUMA, California or claim this profile if it's yours.

Browse PETALUMA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Heidi Marie Wilson offer?

Heidi Marie Wilson specializes in Financial Planning, Investment Management, Wealth Management.

What are Heidi Marie Wilson's credentials?

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

Where is Heidi Marie Wilson located?

Heidi Marie Wilson is based in PETALUMA, California, last registered with BURLESON & COMPANY, LLC.

How does Heidi Marie Wilson charge for services?

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

How large is BURLESON & COMPANY, LLC?

BURLESON & COMPANY, LLC has approximately 5 employees and manages $492M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →