Corey Heimensen
Corey Heimensen is a registered investment advisor at Osaic Wealth, INC., based in Sioux Falls, SD, with 27 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3130 W 57th St Ste 108, Sioux Falls, SD, 57108
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Corey is licensed to sell fixed insurance products and is the author of a book about personal finance. He also owns commercial real estate, provides advisory services through Securities America Advisors, and works full-time as a registered representative and investment advisor through Osaic Wealth.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sii Investments, INC.Broker
Sii Investments, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Iac Securities, INC.Broker
State Registrations26 states
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.