Heather J. Thompson

BEST LIFE INFINITY

WALPOLE, NH

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CRD#: 6832099

Professional summary

Heather Joan Thompson, who also goes by Heather Joan Burbine, Heather Thompson, is a registered financial advisor currently at BEST LIFE INFINITY, LLC located in Walpole, New Hampshire.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Heather has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Joan Burbine | Heather Thompson

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.

American Tax and Financial Planners, CO, assistant, 50-100 hours per month about half during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Joan Thompson'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

January 3, 2023 - Present

BEST LIFE INFINITY, LLC

RIA

CRD#: 319232

WALPOLE, NH

Past

February 18, 2021 - December 31, 2022

INVESTMENT ADVISOR GROUP

RIA

CRD#: 312448

Walpole, NH

Past

July 13, 2017 - February 26, 2021

KEELER & CO., LLC

RIA

CRD#: 125185

Keene, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEST LIFE INFINITY, LLC

BEST LIFE INFINITY, LLC | MILITARY SURVIVOR FINANCIAL SERVICES

CRD#: 319232 / SEC#: 801-126123

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

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

New Hampshire
(1/3/2023)

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 65

Date: 6/28/2017

Uniform Investment Adviser Law Examination

Current Firm

BEST LIFE INFINITY, LLC

BEST LIFE INFINITY, LLC | MILITARY SURVIVOR FINANCIAL SERVICES

CRD#: 319232 / SEC#: 801-126123

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

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Contact information

Main Address

1755 Telestar Dr. Ste. 300, Colorado Springs, CO 80920

Mailing Address

Phone number

(719) 966-1985

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (LDI 03.13.25) (3/13/2025)

Regulatory assets under management

Total Number of Accounts	138
AUM (Assets Under Management)	$ 38,526,039

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 J. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Joan Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEST LIFE INFINITY, LLC

INVESTMENT ADVISOR GROUP

KEELER & CO., LLC

Primary Firm SEC Registration

BEST LIFE INFINITY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2017

Current Firm

BEST LIFE INFINITY, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEST LIFE INFINITY, LLC

TRUST BUT VERIFY

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