Connor Heimer

IRVINE, CA 92840

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CRD#: 7561174

Professional summary

Connor Heimer was a registered financial advisor .

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Connor had worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

Licensed as an Independent Insurance Agent to sell fixed insurance products * CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; PROSPECS & CASE DESIGN; AGENT; START DATE=06/2023; HRS/MO=40; TRADING HRS/MO=30; INSURANCE * RH BENEFITS; 41593 WINCHESTER RD #212, TEMECULA, CA, 92590; INV REL; HEALTH INSURANCE; AGENT; START DATE=09/2025; HRS/MO=8; TRADING HRS/MO=0; ASSIST INDIVIDUALS IN SELECTING AND ENROLLING IN MEDICARE-RELATED HEALTH INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 15, 2026 - Present

Office #1: 3333 Michelson Drive Suite 300, Irvine, CA 92840

IRVINE, CA

Past

September 2, 2025 - September 10, 2026

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

FOLSOM, CA

Past

September 18, 2024 - September 10, 2026

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

FOLSOM, CA

Past

April 28, 2023 - June 22, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

GLENDALE, CA

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

California
(9/15/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 8/29/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 10/9/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 4/28/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 12/29/2022

Securities Industry Essentials Examination

Current firm

No current employment

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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Connor Heimer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 8/29/2025

Series 63

Passed: 10/9/2024

Series 6TO

Passed: 4/28/2023

SIE

Passed: 12/29/2022

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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