Unclaimed Profile

Shelly Jean Heier

VERUS ADVISORY, INC.·SEATTLE, Washington

SIE, Series 7, Series 7TO, Series 24, Series 63CFAClean record20 years registeredVERUS ADVISORY, INC.

800 FIFTH AVENUE, SEATTLE, WA 98104CRD# 4795455Firm CRD# 110565

Profile Verification

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

Identity

Shelly Jean Heier · SEATTLE, WA

Registration

CRD #4795455 · VERUS ADVISORY, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERUS ADVISORY, INC.

RUSSELL INVESTMENTS

Feb 2025 – Feb 2025

SEATTLE, WA

WURTS & ASSOCIATES INC.

Nov 2005 – Nov 2006

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Registration record

First registered · November 17, 2005

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERUS ADVISORY, INC.

CRD 110565 · SEC 801-33895

AUM

$11.0B

Regulatory assets under management

Employees

106 client accounts

Services offered by VERUS ADVISORY, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at VERUS ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Shelly Jean Heier offer?

Shelly Jean Heier specializes in Wealth Management.

What are Shelly Jean Heier's credentials?

Shelly Jean Heier holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shelly Jean Heier located?

Shelly Jean Heier is based in SEATTLE, Washington, last registered with VERUS ADVISORY, INC..

How does Shelly Jean Heier charge for services?

Shelly Jean Heier's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under consultative review. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERUS ADVISORY, INC.?

VERUS ADVISORY, INC. has approximately 88 employees and manages $11.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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