Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Keith Heid is a financial advisor with over 35 years of experience in the industry. He is currently registered with Stifel, Nicolaus & Company, Inc. and is located in Bloomington, Illinois. Kevin has a broad range of experience, having previously worked with firms such as First Midstate Incorporated and Investors Brokerage Services, Inc. He is also well-versed in a variety of financial products, having passed multiple licensing exams. Kevin is committed to providing personalized financial advice to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/14/2013 - Present
Stifel, Nicolaus & Company, Inc. (BLOOMINGTON IL)
IL
04/24/1990 - 01/25/2012
FIRST MIDSTATE INCORPORATED (BLOOMINGTON IL)
IL
09/19/1986 - 12/27/1990
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
WI
09/25/1985 - 12/15/1989
ISFA CORPORATION (APPLETON WI)
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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