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Kimberly Joan Heffernan

Northwest Financial Advisors LLC

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About Kimberly Joan Heffernan

Kimberly Heffernan is a financial advisor with Northwest Financial Advisors LLC. Kimberly is a registered representative with FINRA and holds licenses in multiple states. Kimberly has been in the financial services industry since 2017 and has a strong track record of providing investment advice to individuals, families, and small businesses. Kimberly's areas of expertise include financial planning, portfolio management, and retirement planning. Kimberly's passion is helping her clients achieve their financial goals.

Firm Information

Kimberly Heffernan is currently registered with Northwest Financial Advisors LLC. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.
Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Kimberly Heffernan’s Registration & Firm History

VA

04/18/2019 - Present

Northwest Financial Advisors LLC (HERNDON VA)

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Licenses & Designations

BC

Issued 03/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Joan Heffernan.
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