Beverly Anne Bellows
Professional Summary
Beverly Anne Bellows, who also goes by Beverly Ann Bellows, Beverly Bellows Heiderscheit, was a registered financial advisor. Beverly was a previously registered financial professional and started their career in finance 2004 - 2012. Beverly had worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Beverly Ann Bellows, Beverly Bellows Heiderscheit
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
WEITZEL FINANCIAL SERVICES | WEITZEL FINANCIAL SERVICES, INC.
Contact Information
Main Address
1200 Cedar Cross Rd, Dubuque, IA 52003Mailing Address
1200 Cedar Cross Rd, Dubuque, IA 52003-0306Phone Number
(563) 583-6020Established
Iowa since 08/01/1990Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
4SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
FINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
1,134AUM (Assets Under Management)
$327,771,408Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WEITZEL FINANCIAL SERVICES | WEITZEL FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
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