HL
HL

Heather Love Longlais

26 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
31 clients
Average Client Portfolio
$1.5B average
Assets Under Management
$46.8B

Fee Structure

Financial Planning:Investment management only
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Location

4321 North Ballard Road, Appleton, WI, 54919

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Heather is a Director of Volleyball for Northeast Wisconsin Black Sheep, a non-profit organization providing athletics and mentorship to youth. This role involves record keeping from board meetings and takes a few hours per week.

Employment History
Current Registrations
Thrivent Asset Management, LLC
July 2019 - Present · 6 yrs 7 mos
Thrivent Distributors, LLC
November 2015 - Present · 10 yrs 3 mos
Thrivent Distributors, LLCBroker
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.
July 2017 - June 2019 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
December 2016 - June 2019 · 2 yrs 6 mos
Thrivent Investment Management INC.Broker
September 2008 - December 2015 · 7 yrs 3 mos
Thrivent Investment Management INC.Broker
December 2002 - June 2008 · 5 yrs 6 mos
PFS Investments INC.Broker
July 1999 - November 2002 · 3 yrs 4 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Heather Love Longlais - Financial Advisor | TrueAdvisor