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Zed William dale Heimensen

Osaic Wealth, Inc.

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About Zed William dale Heimensen

Zed Heimensen is an investment advisor representative associated with Osaic Wealth, Inc. Zed has been in the industry since September 2022. Zed has a Series 7TO and Series 66 license. Zed is a registered advisor in Idaho, Iowa, and South Dakota. Osaic Wealth, Inc. is a financial advisor that serves individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm has $94.56 billion in assets under management. Zed is available to provide financial planning, portfolio management, and pension consulting services.

Firm Information

Zed Heimensen is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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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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Zed Heimensen’s Registration & Firm History

SD

06/14/2024 - Present

Osaic Wealth, Inc. (SIOUX FALLS SD)

IA

09/23/2022 - 06/14/2024

SECURITIES AMERICA, INC. (ROCK RAPIDS IA)

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Licenses & Designations

BOTH

Issued 01/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zed William dale Heimensen.
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