Advisor at American Wealth Management
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Firm
American Wealth Management
Location
Reno, NV 89511
Credentials
CFP®, Series 66
Industry experience
17 years
Heidi Foster is a CFP® professional with 17 years of industry experience, currently serving at American Wealth Management in Reno, NV. She holds the Series 66 designation and has been involved with American Wealth Management since 2010. Foster is active in her community as a board member and chair of both the Reno Philharmonic Endowment Trust and the Food Bank of Northern Nevada. American Wealth Management is a SEC-registered investment adviser managing over $760 million for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm uses a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily employing ETFs and mutual funds in its portfolio construction.
Based on American Wealth Management
Based on American Wealth Management
Fixed fees for comprehensive personal financial planning services; details negotiated per engagement
Hourly rates apply for financial planning services after initial plan or as agreed
Account minimum: $300,000 (may be lower in certain circumstances at AWM's discretion)
570 Hammill Lane
Reno, NV 89511
Arizona · California · Colorado · Idaho · Montana · Nevada · Washington
Reno Philharmonic Endowment Trust
2022 - Present (4 years)
Food Bank of Northern Nevada
2019 - Present (7 years)
M.S. Howells
2016 - Present (10 years)
American Wealth Management- Insurance Sales
2010 - Present (16 years)
American Wealth Management
2010 - Present (16 years)
Complete Business Systems
1983 - Present (43 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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 65
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