Heidi Elick is a registered investment advisor, based in Paradise, CA, with 13 years of industry experience.
Location
6779 Skyway, Ste. A, Paradise, CA, 95969
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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
Heidi owns Ridge Financial Planning as a DBA and is an IAR of an RIA with Cooper McManus RIA. She is also an independent insurance agent for various independent insurance companies, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations9 states
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