AH
AH

Audrey Anderson Heitkamp

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

1000 Shelard Parkway, Ste. 300, Minneapolis, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Audrey works full-time as a financial advisor for Focus Financial Network, providing financial planning services and trading on behalf of clients. She also works a few hours per week as an agent for Focus Financial, addressing life insurance needs for her clients, and spends minimal time as a notary.

Employment History
Current Registrations
Focus Financial
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.Broker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Royal Alliance Associates, INC.
January 2022 - January 2022 · 0 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.