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FIRM PROFILE
Overview
HEIM, YOUNG & ASSOCIATES, INC. is located at 1256 E. Kingsley St, Springfield, MO 65804-7211 and was first established at Kansas City, Missouri in 07/07/1995. After operating for 30 years, HEIM, YOUNG & ASSOCIATES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HEIM, YOUNG & ASSOCIATES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. HEIM, YOUNG & ASSOCIATES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HEIM, YOUNG & ASSOCIATES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HEIM, YOUNG & ASSOCIATES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HEIM, YOUNG & ASSOCIATES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for HEIM, YOUNG & ASSOCIATES, INC. Comes From
Understanding the Statistics for HEIM, YOUNG & ASSOCIATES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1256 E. Kingsley St, Springfield, MO 65804-7211
1256 E. Kingsley St, Springfield, MO 65804-7211
Small
(417) 882-7283
Missouri since 07/07/1995
Corporation
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| MERCER ADVISORS, INC. | OWNER | ||
| BRAMER, BENJAMIN EDWARD | DIRECTOR | 3222029 | |
| CATALDO, CHRISTINE ADELE | CHIEF INFORMATION OFFICER | 3042889 | |
| DREPAUL, ROSHNI ARUNA | FINOP / PFO | 6487453 | |
| ENCINO, MATHEW RYAN | GENERAL COUNCEL, SECRETARY | 7530163 | |
| ERKER, TORIAN BILLS | CCO | 6309105 | |
| LEE, TRINITY YVONNE | PRESIDENT & EXECUTIVE DIRECTOR /CFO/POO | 5472899 |
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Advisor's working at HEIM, YOUNG & ASSOCIATES, INC.
John Jeffrey Bilberry
John Brent Singleton
Holly Marie Gray
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