Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kenneth Heitkamp is a financial advisor with Focus Financial. David has been in the industry since September 28, 1983, and has experience with a range of financial products and services. David is registered with the state of Minnesota as an Investment Advisor Representative. David is also registered with the state of Texas as a Broker-Dealer. David's areas of specialization include retirement planning, insurance, and estate planning. David has a strong commitment to providing personalized service to each of his clients. David is a Certified Financial Planner. David currently works with high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth individuals. David provides advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for individuals, and portfolio management for businesses. David is a dedicated professional with a strong track record of success.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party manager
1
2
MN
02/01/2010 - Present
Focus Financial (MINNEAPOLIS MN)
MN
04/18/1995 - 04/24/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
09/29/1983 - 04/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1983 - 04/20/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/29/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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