Brenden Heiland
Brenden Heiland is a registered investment advisor at Diversified Financial Advisors, LLC, based in Town and Country, MO, with 6 years of industry experience. Brenden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 622 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified Financial Advisors charges an annual fee for managing your investments, ranging from 0.25% to 1.50% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. This fee is negotiable. The fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter.
Location
14323 South Outer Forty Rd, Suite 210 South, Town and Country, MO, 63017
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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.
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Brenden operates under the DBA Diversified Financial Advisors LLC for his LPL business since 2019. He provides investment advisory services through Diversified Financial Advisors, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Diversified Financial Advisors, LLC
LPL Financial LLCBroker
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.