David Heine is a CFP-designated registered investment advisor, based in Norwood, MN, with 13 years of industry experience.
Location
214 West Elm Street, PO Box 664, Norwood, MN, 55368
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner at SLS, Inc. since 2019, providing tax preparation, accounting, and financial services, and assisting with client services, marketing, and day-to-day operations, dedicating about 10-20% of his time.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations13 states
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