Loren Eugene Heger
Professional Summary
Loren Eugene Heger is a registered financial advisor currently at FNEX CAPITAL, LLC located in Indianapolis, Indiana. Loren is registered as a RR (Registered Representative) and started their career in finance in 2013. Loren has worked at 2 firms and has passed the Series 63, SIE, Series 82, Series 62 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
Current Firm
APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC
Contact Information
Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204Phone Number
(317) 580-2588Established
Indiana since 06/04/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
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.
The advisor shows no other business activity.
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
State Registrations and Notice Filings
(5/9/2017)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(8/7/2014)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/20/2014)
(6/5/2014)
(5/14/2014)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/20/2014)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/15/2014)
(5/14/2014)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
(5/9/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82 — Limited Representative-Private Securities Offerings
Passed May 2013About the Series 82 examSeries 62 — Corporate Securities Limited Representative Examination
Passed Feb 2013SRO Registrations
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Loren Eugene Heger's CRS (Customer Relationship Summary).
Similar Advisors
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
EDELMAN FINANCIAL ENGINES
SANCTUARY ADVISORS, LLC
