Heather Christmann is a registered investment advisor, based in Kentwood, MI, with 16 years of industry experience.
Location
2687 44th Street Se, Kentwood, MI, 49512
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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
Heather is affiliated with Regal Investment Advisors/Regal Financial Group as a registered investment advisory and producer group since 2008, with a registered assistant dedicating nearly full-time hours. She is also an insurance agent for Insurmark since 2015, licensed to sell health and life insurance, but currently devotes no time to this activity.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
State Registrations1 state
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.