AH
Amy S. Heim
KAWG&F FINANCIAL PLANNING GROUP
York, PA
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CRD#: 8186223
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Professional summary
Amy Sue Heim, who also goes by Amy Heim, is a registered financial advisor currently at KAWG&F FINANCIAL PLANNING GROUP LLC located in York, Pennsylvania.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Amy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy Heim
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.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Sue Heim's 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®
NoneExperience
Current
January 13, 2026 - Present
KAWG&F FINANCIAL PLANNING GROUP LLC
RIA
CRD#: 131318
York, PA
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
Maryland(1/13/2026)
Exams
Current Firm
KF
KAWG&F FINANCIAL PLANNING GROUP LLC
KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | KAWG&F FINANCIAL PLANNING GROUP LLC | KAWG & F
CRD#: 131318 / SEC#:
Maryland
Registered Investment Advisory firm - (4/12/2005 Approved)PREMIUM
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Contact information
Main Address
Suite 500 9690 Deereco Road, Timonium, MD 21093
Mailing Address
Phone number
(410) 828-2727
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
