Kathleen A. Heit
Professional summary
Kathleen Ann Heit, CFP®, who also goes by Kathleen Ann Heit Mrs, Kathleen Ann Williams, is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Topeka, Kansas.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kathleen has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Ann Heit's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
April 29, 2025 - Present
ENDEAVOR PRIVATE WEALTH, INC.
Office #1: 2951 Sw Woodside Dr., Topeka, KS 66614September 23, 2021 - April 21, 2025
SANCTUARY ADVISORS, LLC
August 11, 2011 - November 20, 2017
CLAYTON WEALTH PARTNERS
August 22, 2007 - August 17, 2011
OPPENHEIMER & CO. INC.
July 12, 2007 - August 17, 2011
OPPENHEIMER & CO. INC.
Primary Firm SEC Registration
ENDEAVOR PRIVATE WEALTH, INC.
CRD#: 313053 / SEC#: 801-120702
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2025)
Exams
Current Firm
ENDEAVOR PRIVATE WEALTH, INC.
CRD#: 313053 / SEC#: 801-120702
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,679 |
| AUM (Assets Under Management) | $ 352,817,232 |
Red Flags
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