linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Cody Heidel

Integritas Wealth Strategies, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Cody Heidel

Daniel Heidel is an investment advisor representative with Integritas Wealth Strategies, LLC. Daniel has been in the financial services industry since 2022 and is registered to provide investment advice in Georgia, South Carolina and Texas. Daniel holds the Series 66, Series 7 and SIE licenses. The advisor's firm has a strong focus on providing financial planning and portfolio management services for individuals. They have a total of 16 accounts under management, with a total regulatory asset amount of $3,092,000. The firm's client base includes individuals, primarily high-net-worth individuals, with a combined total of 5 clients and total assets under management of $3,092,000.

Firm Information

Daniel Heidel is currently registered with Integritas Wealth Strategies, LLC. Integritas Wealth Strategies, LLC is a registered investment advisor with the SEC. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Integritas Wealth Strategies manages approximately $3.09 million in regulatory assets under management.

$3.09M

Assets Under Management

Not reported

Total Clients

1

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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Heidel’s Registration & Firm History

SC

10/28/2024 - Present

Integritas Wealth Strategies, LLC (CHARLESTON SC)

SC

06/05/2023 - 08/05/2024

AMERIPRISE FINANCIAL SERVICES, LLC (MT. PLEASANT SC)

MN

02/16/2023 - 04/13/2023

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

Not sure if Daniel Cody Heidel is right for you?

Licenses & Designations

BOTH

Issued 06/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Cody Heidel.
Not sure if Daniel Cody Heidel is right for you?