Andrew P. Heuss
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Andrew P Heuss, who also goes by Andrew P Heuss, was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2019. Andrew had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 27, 2024 - July 29, 2025
MODELIST
March 4, 2022 - June 21, 2022
FIAT WEALTH MANAGEMENT
September 29, 2020 - June 3, 2022
FOUNDATIONS INVESTMENT ADVISORS LLC
June 20, 2019 - February 7, 2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
State Registrations and Notice Filings
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Current Firm
MODELIST
CRD#: 327365 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
