Advisor at STRATEGIC WEALTH ADVISORS GROUP, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Location
Nixa, MO
Credentials
Series 63, Series 65
Industry experience
16 years
David Heim is a financial advisor with Strategic Wealth Advisors Group, Inc. in Nixa, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Strategic Wealth Advisors Group since 2018 and co-owns Heim Financial Solutions. Prior to these roles, he was employed at Alliance America Corporation and UNITED ADVISORS America CORPORATION from 2010 to 2017. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm emphasizes the use of independent registered managers for investment management, provides ERISA plan services, and conducts public educational seminars on investment topics.
Based on STRATEGIC WEALTH ADVISORS GROUP, Inc.
Based on STRATEGIC WEALTH ADVISORS GROUP, Inc.
Fixed fees up to $5,000 for comprehensive financial plans; basic financial planning generally $750
$0 - $1,000,000: 1.50% $1,000,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.80% $15,000,001+: Negotiable
Certain supervised persons offer insurance products under separate commission-based arrangements
$150 to $500 per hour depending on services and professionals
Fee-only: Fixed fees up to $5,000 for comprehensive plans; hourly fees $150 to $500 per hour; negotiable fixed fees for financial planning
Nixa, MO
Arkansas · Missouri
Strategic Wealth Advisors Group
2018 - Present (8 years)
Heim Financial Solutions
2017 - Present (9 years)
Alliance America Corporation
2010 - 2017 (7 years)
UNITED ADVISORS America CORPORATION
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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Springfield, MO
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