Unclaimed Profile

Dennis James Heim

HYA ADVISORS, INC·SPRINGFIELD, Missouri

Clean recordHYA ADVISORS, INC

1256 E KINGSLEY ST, SPRINGFIELD, MO 65804-7211CRD# 1343699Firm CRD# 106691

Profile Verification

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

Identity

Dennis James Heim · SPRINGFIELD, MO

Registration

CRD #1343699 · HYA ADVISORS, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dennis James Heim is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with HYA ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HYA ADVISORS, INC

AUM

$917M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HYA ADVISORS, INC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: MONTHLY SUBSCRIPTION FEE

Regulatory

SEC/IARD CRD# 1343699

Firm CRD# 106691

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis James Heim offer?

Dennis James Heim specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Dennis James Heim's credentials?

Dennis James Heim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis James Heim located?

Dennis James Heim is based in SPRINGFIELD, Missouri, working with HYA ADVISORS, INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Dennis James Heim charge for services?

Dennis James Heim's firm is compensated through percentage of aum, hourly charges, subscription fees, other: monthly subscription fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HYA ADVISORS, INC?

HYA ADVISORS, INC has approximately 13 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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