Unclaimed Profile

David Nathan Abuaf

HEFTY WEALTH PARTNERS, INC.·AUBURN, Indiana

SIE, Series 3, Series 7, Series 63, Series 66CFAClean record14 years registeredHEFTY WEALTH PARTNERS, INC.

112 EAST 7TH STREET, AUBURN, IN 46706CRD# 4582706Firm CRD# 153880

Profile Verification

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

Identity

David Nathan Abuaf · AUBURN, IN

Registration

CRD #4582706 · HEFTY WEALTH PARTNERS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

TRUSTAGE INVESTMENT MANAGEMENT

Nov 2021 – present

CUNA BROKERAGE SERVICES, INC.

May 2020 – present

CUNA BROKERAGE SERVICES, INC.

May 2020 – Nov 2021

Chicago, IL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nov 2013 – Sep 2019

COLUMBUS, IN

HEFTY WEALTH PARTNERS, INC.

Nov 2011 – Jan 2013

AUBURN, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 66

Registration record

First registered · November 3, 2011

Years registered · 14

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEFTY WEALTH PARTNERS, INC.

CRD 153880 · SEC 801-71660

AUM

$208M

Regulatory assets under management

Employees

1,120 client accounts

Services offered by HEFTY WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEFTY WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does David Nathan Abuaf offer?

David Nathan Abuaf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUBURN, Indiana for a consultation.

What are David Nathan Abuaf's credentials?

David Nathan Abuaf holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Nathan Abuaf located?

David Nathan Abuaf is based in AUBURN, Indiana, working with HEFTY WEALTH PARTNERS, INC.. Their office serves clients in the AUBURN metropolitan area and surrounding communities.

How does David Nathan Abuaf charge for services?

David Nathan Abuaf'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 HEFTY WEALTH PARTNERS, INC.?

HEFTY WEALTH PARTNERS, INC. has approximately 12 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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