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David Heim

Heim Financial Solutions

806 W. Battlefield Road

Springfield, MO 65807
(417) 8390696

About Heim Financial Solutions

Heim Financial Solutions is based out of Springfield, Missouri and serves clients in the surrounding communities and states providing financial planning and access to third party management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Heim Financial Solutions.

General Information

Firm Start Year

2008

No.of Employees

2-4

CRD#

2068976

Firm CRD#

285863

Name of Custodial Firm

TD Ameritrade

States Licensed in

MO,AR,KS,OK

Years of Experience in Financial Services

30

Number of Years with Current Firm

11

Qualifications & Membership

Securities Licenses

Series 65, Series 63

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Education

Bachelors of Science - Finance with an emphasis in Investments

Missouri State University
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