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Torian Bills Erker

HEIM, YOUNG & ASSOCIATES
SPRINGFIELD, MO
·CRD# 6309105·12 years experience

Professional Summary

Torian Bills Erker, who also goes by Tori Bills, Torian Renee Bills, Torian Bills, is a registered financial advisor currently at HEIM, YOUNG & ASSOCIATES, INC. located in Springfield, Missouri. Torian is registered as a RR (Registered Representative) and started their career in finance in 2014. Torian has worked at 7 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tori Bills, Torian Renee Bills, Torian Bills

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

HEIM, YOUNG & ASSOCIATES, INC.·CRD# 38993
BD
1256 E. Kingsley St, Springfield, MO 65804-7211
December 7, 2023 - Present
OAKWOOD CAPITAL SECURITIES, INC.·CRD# 21000
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Fort Myers, FL
April 9, 2021 - November 29, 2021
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November 1, 2018 - April 12, 2021
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EDELMAN FINANCIAL SERVICES, LLC·CRD# 113299
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MSI FINANCIAL SERVICES, INC.·CRD# 14251
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June 23, 2014 - April 21, 2015
MSI FINANCIAL SERVICES, INC.·CRD# 14251
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Richmond, VA
March 31, 2014 - April 21, 2015

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Current Firm

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HEIM, YOUNG & ASSOCIATES, INC.

HEIM & YOUNG SECURITIES, INC. | MABS INSURANCE SOLUTIONS | MA BROKERAGE SOLUTIONS | HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993 / SEC#: 8-48500
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

1256 E. Kingsley St, Springfield, MO 65804-7211

Mailing Address

1256 E. Kingsley St, Springfield, MO 65804-7211

Phone Number

(417) 882-7283

Established

Missouri since 07/07/1995

Firm Type

Corporation

Fiscal Year End

June

Firm Size

Small

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MERCER ADVISORS, INC.OWNER—
BRAMER, BENJAMIN EDWARDDIRECTOR3222029
CATALDO, CHRISTINE ADELECHIEF INFORMATION OFFICER3042889
DREPAUL, ROSHNI ARUNAFINOP / PFO6487453
ENCINO, MATHEW RYANGENERAL COUNCEL, SECRETARY7530163
ERKER, TORIAN BILLSCCO6309105
LEE, TRINITY YVONNEPRESIDENT & EXECUTIVE DIRECTOR /CFO/POO5472899

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Indiana
(11/6/2025)
RR
Missouri
(12/7/2023)
RR
Virginia
(12/8/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2014About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2023About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2023About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Torian Bills Erker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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