Unclaimed Profile

Joan Conniff Heidorn

SPUR CAPITAL PARTNERS, LLC·BARTLESVILLE, Oklahoma

Series 6, Series 65Clean record24 years registeredSPUR CAPITAL PARTNERS, LLC

2370 NOWATA PLACE, BARTLESVILLE, OK 74006CRD# 3154424Firm CRD# 115959

Profile Verification

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

Identity

Joan Conniff Heidorn · BARTLESVILLE, OK

Registration

CRD #3154424 · SPUR CAPITAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPUR CAPITAL PARTNERS, LLC

SPUR CAPITAL PARTNERS

Feb 2002 – Dec 2024

BARTLESVILLE, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · February 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPUR CAPITAL PARTNERS, LLC

CRD 115959 · SEC 801-60804

AUM

$1.0B

Regulatory assets under management

Employees

8 client accounts

Services offered by SPUR CAPITAL PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SPUR CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Joan Conniff Heidorn offer?

Joan Conniff Heidorn specializes in Retirement Planning.

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, last registered with SPUR CAPITAL PARTNERS, LLC.

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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