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Heidi Brelsford Barnes

HEBER FUGER WENDIN INC·BLOOMFIELD, Michigan
Clean recordHEBER FUGER WENDIN INC
36700 WOODWARD AVENUE, BLOOMFIELD, MI 48304-3984CRD# 4369522Firm CRD# 105668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heidi Brelsford Barnes · BLOOMFIELD, MI
Registration
CRD #4369522 · HEBER FUGER WENDIN INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heidi Brelsford Barnes is a registered financial advisor based in BLOOMFIELD, Michigan, affiliated with HEBER FUGER WENDIN INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HEBER FUGER WENDIN INC
HEBER FUGER WENDIN INC
AUM
$7.9B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HEBER FUGER WENDIN INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4369522
Firm CRD# 105668
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heidi Brelsford Barnes offer?
Heidi Brelsford Barnes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMFIELD, Michigan for a consultation.
What are Heidi Brelsford Barnes's credentials?
Heidi Brelsford Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heidi Brelsford Barnes located?
Heidi Brelsford Barnes is based in BLOOMFIELD, Michigan, working with HEBER FUGER WENDIN INC. Their office serves clients in the BLOOMFIELD metropolitan area and surrounding communities.
How does Heidi Brelsford Barnes charge for services?
Heidi Brelsford Barnes'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 HEBER FUGER WENDIN INC?
HEBER FUGER WENDIN INC has approximately 11 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HEBER FUGER WENDIN INC

Mark Bradley Williams
BLOOMFIELD, MI
David Gordon Barnes
BLOOMFIELD, MI
Diane Joan Williams
BLOOMFIELD, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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