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Heidi Eckland

15 Years of Experience
Sheridan, WY
Broker

Heidi Eckland is a registered investment advisor at D.A. Davidson & CO., based in Sheridan, WY, with 15 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 North Main Street, Suite 102, Sheridan, WY, 82801

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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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Employment History
Current Registrations
D.A. Davidson & CO.
January 2022 - Present · 4 yrs 4 mos
D.A. Davidson & CO.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
LPL Financial LLC
November 2019 - January 2022 · 2 yrs 2 mos
LPL Financial LLCBroker
November 2019 - January 2022 · 2 yrs 2 mos
Edward Jones
February 2011 - November 2019 · 8 yrs 9 mos
Edward JonesBroker
February 2011 - November 2019 · 8 yrs 9 mos
State Registrations39 states
AKALAZCACODCFLGAIAIDILINKYLAMAMDMEMIMNMOMSMTNCNDNENMNVNYOHORSCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Heidi Eckland - Financial Advisor | TrueAdvisor