Heidi Irwin
Heidi Irwin is a registered investment advisor at Cetera Investment Advisers LLC, based in Lockhart, TX, with 11 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
111A S Church St, Lockhart, TX, 78644
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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 works as a financial advisor for Dauntless Wealth Management, LLC and Alliance Wealth Strategies, LLC, dedicating nearly full-time hours to each. She also works as an insurance agent for Avantax Insurance Agency/Services and sells fixed/equity indexed annuities, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations16 states
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