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Lyman Oscar Heidtke

MIDSOUTH INVESTMENT MANAGEMENT LLC·NASHVILLE, Tennessee
Unclaimed Profile
201 4TH AVE. NORTH, SUITE 1950, NASHVILLE, TN 37219CRD# 241752Firm CRD# 143342
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About

Lyman Oscar Heidtke is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with MIDSOUTH INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MIDSOUTH INVESTMENT MANAGEMENT LLC
MIDSOUTH INVESTMENT MANAGEMENT LLC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MIDSOUTH INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 241752
Firm CRD# 143342
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lyman Oscar Heidtke offer?
Lyman Oscar Heidtke specializes in Retirement Planning. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Lyman Oscar Heidtke's credentials?
Lyman Oscar Heidtke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lyman Oscar Heidtke located?
Lyman Oscar Heidtke is based in NASHVILLE, Tennessee, working with MIDSOUTH INVESTMENT MANAGEMENT LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Lyman Oscar Heidtke charge for services?
Lyman Oscar Heidtke's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDSOUTH INVESTMENT MANAGEMENT LLC?
MIDSOUTH INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
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Research
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