Heidi B. Strauss

STRAUSS FINANCIAL GROUP

Hoover, AL 35243

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CRD#: 1257403

Professional summary

Heidi Beach Strauss, who also goes by Heidi B Strauss, Heidi Beach Tyre, is a registered financial advisor currently at STRAUSS FINANCIAL GROUP located in Hoover, Alabama.

Heidi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Heidi has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heidi B Strauss | Heidi Beach Tyre

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.

PPS LLC - CO-OWNER OF AN ENTITY THAT OWNS A COMMERCIAL BUILDING IN WHICH THE FIRM IS LOCATED. PPS, LLC IS NOT AN INVESTMENT-RELATED BUSINESS. ADDRESS: 2201 CAHABA VALLEY DR, BIRMINGHAM, AL 35242. POSITION: MANAGING MEMBER. DUTIES: MAINTENANCE OF BUILDING. START DATE: 2008. APPROXIMATE NUMBER OF HOURS SPENT ON PPS, LLC: 5 HOURS PER MONTH. NO HOURS SPENT ON PPS, LLC DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heidi Beach Strauss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

November 25, 2020 - Present

STRAUSS FINANCIAL GROUP

Office #1: 1800 International Park Drive Suite 190, Hoover, AL 35243

RIA

CRD#: 310512

Hoover, AL

Past

December 8, 2008 - November 24, 2020

STRAUSS FINANCIAL GROUP, INC.

RIA

CRD#: 109586

BIRMINGHAM, AL

Past

July 23, 2003 - November 7, 2008

STONEX SECURITIES INC.

CRD#: 18456

BIRMINGHAM, AL

Past

May 13, 1988 - August 20, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 18, 1984 - February 8, 1988

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRAUSS FINANCIAL GROUP

STRAUSS FINANCIAL GROUP | STRAUSS WEALTH ADVISORS, LLC | STRAUSS WEALTH ADVISING, INC.

CRD#: 310512 / SEC#: 801-119480

RIA

Registered Investment Advisory firm - (9/17/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/25/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/27/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/25/1989

General Securities Principal Examination

Current Firm

STRAUSS FINANCIAL GROUP

STRAUSS FINANCIAL GROUP | STRAUSS WEALTH ADVISORS, LLC | STRAUSS WEALTH ADVISING, INC.

CRD#: 310512 / SEC#: 801-119480

RIA

Registered Investment Advisory firm - (9/17/2020 Approved)

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Contact information

Main Address

1800 International Park Drive Suite 190, Hoover, AL 35243

Mailing Address

Phone number

(205) 967-9595

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRAUSS WEALTH ADVISING DISCLOSURE BROCHURE (3/16/2025)

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 240,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Heidi B. Strauss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heidi Beach Strauss's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRAUSS FINANCIAL GROUP, INC.

STONEX SECURITIES INC.

FSC SECURITIES CORPORATION

THOMSON MCKINNON SECURITIES INC.

Primary Firm SEC Registration

STRAUSS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2002

Series 63

Date: 4/27/1984

Series 7

Date: 4/14/1984

Series 24

Date: 5/25/1989

Current Firm

STRAUSS FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRAUSS FINANCIAL GROUP

TRUST BUT VERIFY

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