Paul Heemann is a registered investment advisor at Wsa Affiliates, LLC, based in Dallas, TX, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 55 clients.
Compensation
Firm Size
IM Fee
Location
10000 N. Central Expy, Suite 1326, Dallas, TX, 75231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul has been selling life insurance since 1993, earning $1000 per year. He also provides administrative services to Robbins, Cobb, Jenkins and Assoc. PLLC, dedicating minimal time.
Employment History
Current Registrations
Wsa Affiliates, LLC
Previous Registrations
Sws Financial Services
Tower Square Securities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.