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David F. Heck

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CRD#: 1102289
DH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Frederick Heck, who also goes by Dave Heck, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1983. David had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Heck

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 8, 2010 - November 11, 2014

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

January 16, 2004 - November 11, 2014

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
FLINT, MI
Past

August 12, 1997 - January 27, 2004

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

December 11, 1985 - August 12, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

March 9, 1983 - December 24, 1985

PW SECURITIES, INC.

BD
CRD#: 6775

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/24/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


QA
QUESTAR ASSET MANAGEMENT, INC.
QUESTAR ASSET MANAGEMENT, INC.

CRD#: 133358 / SEC#: 801-63747

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Contact information


Main Address
5701 Golden Hills Drive, Minneapolis, MN 55416
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUESTAR ASSET MANAGEMENT, INC.

CRD#: 133358

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