Steven Heggs
Steven Heggs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Blue Springs, MO, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3301 SW Highway 7, Suite A, Blue Springs, MO, 64014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a committee member for Blue Springs Education Foundation, attending quarterly meetings to review financial activity, dedicating minimal time. He also owns Kansas City Wealth Partners LLC, his LLC for his independent contractor relationship with Raymond James, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
American Century Advisory Services, INC.
American Century Investment Services INC.Broker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations35 states
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