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Jeffrey Paul Heil

Northland Securities, Inc.

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About Jeffrey Paul Heil

Jeffrey Heil is a registered representative with Northland Securities, Inc. Jeffrey has been in the industry since 2003 and has a strong background in securities, providing both financial planning and portfolio management services. Jeffrey's prior experience includes positions with Ruan Securities Corporation and A. G. Edwards & Sons, Inc. Jeffrey is committed to helping clients achieve their financial goals.

Firm Information

Jeffrey Heil is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

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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research services

Research 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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other

Negotiated

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Jeffrey Heil’s Registration & Firm History

IA

03/12/2009 - Present

Northland Securities, Inc. (WEST DES MOINES IA)

IA

09/03/2003 - 02/27/2009

RUAN SECURITIES CORPORATION (DES MOINES IA)

MO

02/10/2003 - 07/31/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 02/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Paul Heil.
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