Corey Heimensen, Aif Email & Phone Number

Since 1999, Corey Heimensen, AIF has led a financial planning practice that oversees and coordinates the financial affairs of families and individuals both locally and around the country. As a true thought leader in the industry, Corey is an author and has been instrumental in helping clients avoid critical mistakes when planning for their financial futures.Our relentless focus on clients is demonstrated through three core principles: Actionable Insights, Straight-forward Planning, and World Class Service.Corey's investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He is the owner of Heimensen Wealth Advisors, holding Securities Registrations 7, 63, and 66. Corey has also earned the Accredited Investment Fiduciary (AIF) designation.To learn more about Corey and Heimensen Wealth Advisors, please visit https://www.heimensenwealth.com/*** Follow our WIN Podcast and always stay up to date on WHAT'S IMPORTANT NOW: https://the-win-podcast-whats-important-now.blubrry.net/subscribe-to-podcast/ ***---Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through services through Securities America Advisors, Inc. Heimensen Wealth Advisors and the Securities America companies are separate entities. Securities America Privacy Policyhttps://www.securitiesamerica.com/images/uploads_users/downloads/SAI-Privacyweb.pdfContent posted by other parties does not necessarily represent the views of Securities America or Corey Heimensen.Content is for general purposes only and is not an offer to buy or sell any security. Securities America does not provide tax or legal advice. Consult your Tax or Legal Advisor in regards to your particular situation.Please see website for full disclosures.

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  President And Financial Advisor

  Heimensen Wealth Advisors

  Mar 1999 - Present

  We are an independent financial advisory firm with a mission to help clients simplify the complex, provide a calming voice during turbulent times, and be there when you need us most.