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Joan Conniff Heidorn

SPUR CAPITAL PARTNERS, LLC·BARTLESVILLE, Oklahoma
Unclaimed Profile
2370 NOWATA PLACE, BARTLESVILLE, OK 74006CRD# 3154424Firm CRD# 115959
01

About

Joan Conniff Heidorn is a registered financial advisor based in BARTLESVILLE, Oklahoma, affiliated with SPUR CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SPUR CAPITAL PARTNERS, LLC
SPUR CAPITAL PARTNERS
AUM
$1.0B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SPUR CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS
Regulatory
SEC/IARD CRD# 3154424
Firm CRD# 115959
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joan Conniff Heidorn offer?
Joan Conniff Heidorn specializes in Retirement Planning. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Joan Conniff Heidorn's credentials?
Joan Conniff Heidorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joan Conniff Heidorn located?
Joan Conniff Heidorn is based in BARTLESVILLE, Oklahoma, working with SPUR CAPITAL PARTNERS, LLC. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Joan Conniff Heidorn charge for services?
Joan Conniff Heidorn's firm is compensated through percentage of aum, performance-based fees, other: fee structure may be negotiated for tailored acct programs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPUR CAPITAL PARTNERS, LLC?
SPUR CAPITAL PARTNERS, LLC has approximately 10 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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