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Heather Fortune Vestweber

Private Wealth Asset Management

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About Heather Fortune Vestweber

Heather Fortune Vestweber is an investment advisor representative at Private Wealth Asset Management. Heather has been in the industry since February 2002 and has passed the Series 7, Series 66 and SIE exams. Heather has previous experience at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Heather holds a licensing as an insurance agent and specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Heather Vestweber is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k advisory services

401k advisory services

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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Heather Vestweber’s Registration & Firm History

NE

09/07/2021 - Present

Private Wealth Asset Management (OMAHA NE)

IA

01/03/2011 - 09/09/2021

WELLS FARGO CLEARING SERVICES, LLC (CEDAR RAPIDS IA)

IA

02/06/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 03/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Fortune Vestweber.
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