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Denise L Heimel

Investment Management Corp.

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About Denise L Heimel

Denise Heimel is a financial advisor with Investment Management Corp. Denise has been in the financial services industry since 2004 and has experience working with various firms, including Morgan Stanley, Charles Schwab & Co., Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc. Denise holds a Series 66 and Series 7 license and is a Certified Financial Planner. Denise specializes in portfolio management for individuals and businesses.

Firm Information

Denise Heimel is currently registered with Investment Management Corp.. Investment Management Corp. is a registered investment advisor based in Roanoke, VA. The firm provides portfolio management services for individuals, businesses, and pension and profit-sharing plans. They have over $148 million in regulatory assets under management and serve over 500 clients.
Investment Management Corp.

1940 ELECTRIC RD

ROANOKE, VA 24018-1621

$148.98M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Denise Heimel’s Registration & Firm History

VA

06/08/2023 - Present

Investment Management Corp. (ROANOKE VA)

VA

11/30/2022 - 03/21/2023

MORGAN STANLEY (Roanoke VA)

WY

12/11/2018 - 04/21/2021

CHARLES SCHWAB & CO., INC. (Cheyenne WY)

CO

05/15/2014 - 06/12/2017

LPL FINANCIAL LLC (FORT COLLINS CO)

CO

12/04/2012 - 12/11/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT COLLINS CO)

WA

11/10/2004 - 07/11/2012

AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)

MN

11/10/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise L Heimel.
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