Theodore J. Heuchling

PORTFOLIO LOGIX

Missoula, MT 59802

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CRD#: 2108803

Professional summary

Theodore John Heuchling, who also goes by Ted Heuchling, is a registered financial advisor currently at PORTFOLIO LOGIX, LLC located in Missoula, Montana.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Theodore has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 28, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Heuchling

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.

1) PORTFOLIO LOGIX, LLC, DBA FOR FIXED INSURANCE SALES; SOLE OWNER SINCE 2003.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore John Heuchling's 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 4, 2019 - Present

PORTFOLIO LOGIX, LLC

Office #1: 415 N. Higgins Ave, Missoula, MT 59802

RIA

CRD#: 305082

Missoula, MT

Past

February 28, 2012 - November 7, 2019

CETERA ADVISORS LLC

RIA

CRD#: 10299

MISSOULA, MT

Past

February 28, 2012 - November 6, 2019

CETERA ADVISORS LLC

CRD#: 10299

MISSOULA, MT

Past

December 12, 2003 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

MISSOULA, MT

Past

December 12, 2003 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

MISSOULA, MT

Past

September 28, 1999 - December 12, 2003

S.G. LONG & COMPANY

CRD#: 47511

MISSOULA, MT

Past

January 4, 1999 - December 15, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

June 13, 1996 - December 31, 2002

BTS ASSET MANAGEMENT, INC.

RIA

CRD#: 105215

MISSOULA, MT

Past

January 1, 1996 - December 12, 2003

S.G. LONG & COMPANY

RIA

CRD#: 47511

MISSOULA, MT

Past

June 8, 1992 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

November 21, 1990 - June 5, 1992

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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

Idaho
(11/4/2019)

IAR

Montana
(11/6/2019)

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 65

Date: 9/10/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 10/3/2001

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 6/30/1999

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/9/1993

General Securities Principal Examination

Current Firm

PORTFOLIO LOGIX, LLC

CRD#: 305082 / SEC#:

Idaho

Registered Investment Advisory firm - (10/31/2019 Approved)

Montana

Registered Investment Advisory firm - (10/28/2019 Approved)

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Contact information

Main Address

415 N. Higgins Ave, Missoula, MT 59802

Mailing Address

Phone number

(406) 552-4507

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	265
AUM (Assets Under Management)	$ 33,697,071

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

Theodore J. Heuchling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore John Heuchling's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

S.G. LONG & COMPANY

RAYMOND JAMES FINANCIAL SERVICES, INC.

BTS ASSET MANAGEMENT, INC.

S.G. LONG & COMPANY

ROBERT THOMAS SECURITIES, INC

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/1994

Series 63

Date: 11/20/1990

SIE

Date: 10/1/2018

Series 7

Date: 11/19/1990

Series 28

Date: 10/3/2001

Series 53

Date: 6/30/1999

Series 24

Date: 7/9/1993

Current Firm

PORTFOLIO LOGIX, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO LOGIX, LLC

TRUST BUT VERIFY

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