Heidi Spurlock is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Boise, ID, with 16 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heidi is a distributor of DoTerra oils, dedicating minimal time to this activity. She also works as a standardized patient for PA training on a one-time contract basis, spending a few hours per week.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Key Investment Services LLC
Key Investment Services LLCBroker
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
State Registrations3 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.