Torian B. Erker

HEIM, YOUNG & ASSOCIATES

Springfield, MO 65804-7211

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CRD#: 6309105

Professional summary

Torian Bills Erker, who also goes by Tori Bills, Torian Renee Bills, Torian Bills, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?

Aliases

Tori Bills | Torian Renee Bills | Torian Bills

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Torian Bills Erker'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®

None

Experience

Current

December 7, 2023 - Present

HEIM, YOUNG & ASSOCIATES, INC.

Office #1: 1256 E. Kingsley St, Springfield, MO 65804-7211

CRD#: 38993

Springfield, MO

Past

April 9, 2021 - November 29, 2021

OAKWOOD CAPITAL SECURITIES, INC.

CRD#: 21000

ST. LOUIS PARK, MN

Past

November 1, 2018 - April 12, 2021

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

HENRICO, VA

Past

April 22, 2016 - October 15, 2019

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

HENRICO, VA

Past

March 30, 2015 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

FAIRFAX, VA

Past

March 30, 2015 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

BETHESDA, MD

Past

June 23, 2014 - April 21, 2015

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

RICHMOND, VA

Past

March 31, 2014 - April 21, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

RICHMOND, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(11/6/2025)

Missouri
(12/7/2023)

Virginia
(12/8/2023)

Exams

State Security Law Exam

IAR

Series 66

Date: 4/19/2014

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/7/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/29/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/7/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HEIM, YOUNG & ASSOCIATES, INC.

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

CRD#: 38993 / SEC#: , 8-48500

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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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

# of Employees

FINRA licenses (49 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MERCER ADVISORS, INC.	OWNER
BRAMER, BENJAMIN EDWARD	DIRECTOR	3222029
CATALDO, CHRISTINE ADELE	CHIEF INFORMATION OFFICER	3042889
DREPAUL, ROSHNI ARUNA	FINOP / PFO	6487453
ENCINO, MATHEW RYAN	GENERAL COUNCEL, SECRETARY	7530163
ERKER, TORIAN BILLS	CCO	6309105
LEE, TRINITY YVONNE	PRESIDENT & EXECUTIVE DIRECTOR /CFO/POO	5472899

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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Torian B. Erker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

OAKWOOD CAPITAL SECURITIES, INC.

EDELMAN FINANCIAL ENGINES

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2014

Series 7TO

Date: 12/7/2023

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/29/2014

Series 24

Date: 12/7/2023

FINRA

Current Firm

HEIM, YOUNG & ASSOCIATES, INC.

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

HEIM, YOUNG & ASSOCIATES, INC.

TRUST BUT VERIFY

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