Heide L. Lankeit
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.
Heide Leanne Lankeit, who also goes by Heide Leanne Bottger, was a registered financial professional .
Heide is a previously registered financial professional and started their career in finance in 1993. Heide had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 20, 2017 - December 31, 2022
JUST WEALTH LLC
January 18, 2013 - October 30, 2018
COLUMBIA PACIFIC WEALTH MANAGEMENT
July 14, 1993 - June 9, 1997
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
JUST WEALTH LLC
CRD#: 285699 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
