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AB

Angela Barrett

HEIM, YOUNG & ASSOCIATES
Springfield, MO 65804-7211
Some features on this profile are disabled
CRD#: 6662417
AB

Professional summary

Angela Barrett, who also goes by Angela Brunelli, is a registered financial professional currently at HEIM, YOUNG & ASSOCIATES, INC. located in Springfield, Missouri.

Angela is registered as a RR (Registered Representative) and started their career in finance in 2016. Angela has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Angela Brunelli

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 Angela Barrett'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

April 5, 2024 - Present

HEIM, YOUNG & ASSOCIATES, INC.

Office #1: 1256 E. Kingsley St, Springfield, MO 65804-7211
BD
CRD#: 38993
Springfield, MO
Past

October 17, 2016 - March 25, 2024

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Missouri
(4/8/2024)
RR
Rhode Island
(4/22/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/30/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/28/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HY
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

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.

Company Information

HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993Springfield, MO 65804-7211

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