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Connie Lynn Heier

Focus Financial

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About Connie Lynn Heier

Connie Lynn Heier is a financial advisor at Focus Financial, a firm headquartered in Minneapolis, Minnesota. Connie has been a financial advisor since 2001. Connie is registered as a financial advisor in 33 states and also holds several securities licenses, including Series 7, 66, and 24. Connie also holds the Certified Financial Planner designation. Focus Financial is a large firm with over $5 billion in assets under management, offering a wide range of investment and advisory services. Connie is experienced in working with a diverse group of clients, including high-net-worth individuals, corporations, and pension plans.

Firm Information

Connie Heier is currently registered with Focus Financial. Focus Financial is an investment advisory firm based in Minneapolis, Minnesota. They offer financial planning, portfolio management for individuals and businesses, and pension consulting. The firm manages over $5 billion in assets for clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. They participate in wrap fee programs.
Focus Financial

1300 GODWARD STREET NE

MINNEAPOLIS, MN 55413

$5.39B

Assets Under Management

50

Total Clients

112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party manager

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Connie Heier’s Registration & Firm History

IL

10/03/2016 - Present

Focus Financial (Lisle IL)

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Licenses & Designations

BOTH

Issued 08/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connie Lynn Heier.
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