HEARTWOOD INVESTMENTS, INC.

WATERLOO, Iowa·1 registered advisor·CRD# 145668
SEC# 801-68579(319) 233-1717
01

Firm Overview

AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at HEARTWOOD INVESTMENTS, INC.

1 registered advisor
David George Sparks
WATERLOO, Iowa
05

Office Locations

WATERLOO, Iowa
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. HEARTWOOD INVESTMENTS, INC. (CRD# 145668) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.