Heather D. Huppe

DACHTLER WEALTH ADVISORS

FOLSOM, CA 95630

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CRD#: 5775602

Professional summary

Heather Dachtler Huppe, CFP®, who also goes by Heather Catherine Dachtler, Heather Dachtler Huppe, is a registered financial advisor currently at DACHTLER WEALTH ADVISORS, LLC located in Folsom, California.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Heather has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Catherine Dachtler | Heather Dachtler Huppe

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. HBTM Properties, LLC. Non-Investment related. 2130 E Bidwell St, Folsom, CA 95630. Manage rental properties. Position: Agent. Start date: 03/07/2019. Hours/month: 2. Hours/month during securities trading hours: 0. Listed as contact for rental properties. 2. Duck Fan Properties, LLC. Non-Investment related. 2130 E Bidwell St, Folsom, CA 95630. Manage rental properties. Position: Agent. Start date: 02/10/021. Hours/month: 1. Hours/month during securities trading hours: 0. Listed as contact for rental properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Dachtler Huppe'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

July 22, 2025 - Present

DACHTLER WEALTH ADVISORS, LLC

Office #1: 2130 E Bidwell Street Suite 100, Folsom, CA 95630

RIA

CRD#: 335863

FOLSOM, CA

Past

April 18, 2017 - July 21, 2025

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Folsom, CA

Past

April 17, 2017 - July 21, 2025

CALTON & ASSOCIATES, INC.

CRD#: 20999

Folsom, CA

Past

January 3, 2011 - May 16, 2017

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

FOLSOM, CA

Past

August 26, 2010 - May 16, 2017

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

FOLSOM, 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

California
(7/22/2025)

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: 9/14/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2010

General Securities Representative Examination

Current Firm

DACHTLER WEALTH ADVISORS, LLC

CRD#: 335863 / SEC#: 801-132853

RIA

Registered Investment Advisory firm - (5/28/2025 120-Day Approval)

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Contact information

Main Address

2130 E Bidwell Street Suite 100, Folsom, CA 95630

Mailing Address

Phone number

(916) 933-3076

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DACHTLER WEALTH WRAP FEE BROCHURE (10/24/2025)

DACHLER WEALTH ADV PART 2 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 102,170,006

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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Heather D. Huppe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Dachtler Huppe's CRS (Customer Relationship Summary).

Certified licenses

Experience

DACHTLER WEALTH ADVISORS, LLC

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2010

Current Firm

DACHTLER WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DACHTLER WEALTH ADVISORS, LLC

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