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Heather Rathbun Email & Phone Number
Financial Advisor
at
Financial Integrators
1 work email found
@cir2.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Fairfield, Iowa, United States
Company size
Who is Heather Rathbun? Overview
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Quick answer
Heather Rathbun is listed as Financial Advisor at Financial Integrators, a with 69 employees, based in Fairfield, Iowa, United States. AeroLeads shows a work email signal at cir2.com and a matched LinkedIn profile for Heather Rathbun.
Heather Rathbun previously worked as Financial Advisor at Graf & Company Financial Management Affiliated With Business And Financial Strategies and Practice Management, Technology Liaison at Cambridge Investment Research. Heather Rathbun holds Ba, Elementary Ed. from Iowa Wesleyan College.
Company email context
Email format at Financial Integrators
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{first}.{last}@cir2.com
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AeroLeads found 1 current-domain work email signal for Heather Rathbun. Compare company email patterns before reaching out.
Profile bio
About Heather Rathbun
Heather Rathbun is a Financial Advisor at Financial Integrators. She possess expertise in advertising, due diligence, financial services, analysis, series 7 and 3 more skills.
Listed skills include Advertising, Due Diligence, Financial Services, Analysis, and 4 others.
Current workplace
Heather Rathbun's current company
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Financial Integrators
8 roles
Heather Rathbun work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Graf & Company Financial Management Affiliated With Business And Financial Strategies
Specializing in financial planning for individuals and families. I aim to help clients reach their goals, both personal and financial.Registered Representative, Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Graf and Company and Cambridge Investment Research are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Dec 2021 - Present
Practice Management, Technology Liaison
Help financial professionals analyze, plan, implement, and manage business and technology solutions to optimize their functionality and processes. Specializing in website consults, helping advisors determine website development solutions, contact/relationship management tools, email hosting options, and financial planning systems. Provide trainings on Wealthbox and Redtail for Cambridge financial professionals and staff. Help set up and get running on Wealthbox and Redtail, show best practices, how to use, and workflows. Created around 30 workflows that can be shared with Cambridge financial professionals.FINRA securities registrations 7, 66, & 24. Registered Representative, Cambridge Investment Research, Inc., member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Mar 2013 - Dec 2021
Compliance- Senior Advertising Analyst
Compliance Principal and Senior Advertising Analyst specializing in analyzing and providing guidance on advertising and sales literature materials for financial professionals to ensure that they meet the regulatory guidelines set by FINRA and the SEC.
Oct 2009 - Mar 2013
Compliance, Training Coordinator
Jul 2008 - Oct 2009
Data Entry Administrator
Barclayhedge
May 2006 - Jul 2008
Graphic Artist Coordinator
Chappell Studios
Apr 2005 - May 2006
Substitute Teacher
Fairfield Community School District
Sep 2002 - Jul 2004
1 education record
Heather Rathbun education
-
Iowa Wesleyan College
FAQ
Frequently asked questions about Heather Rathbun
Quick answers generated from the profile data available on this page.
What company does Heather Rathbun work for?
Heather Rathbun works for Financial Integrators.
What is Heather Rathbun's role at Financial Integrators?
Heather Rathbun is listed as Financial Advisor at Financial Integrators.
What is Heather Rathbun's email address?
AeroLeads has found 1 work email signal at @cir2.com for Heather Rathbun at Financial Integrators.
Where is Heather Rathbun based?
Heather Rathbun is based in Fairfield, Iowa, United States while working with Financial Integrators.
What companies has Heather Rathbun worked for?
Heather Rathbun has worked for Financial Integrators, Graf & Company Financial Management Affiliated With Business And Financial Strategies, Cambridge Investment Research, Cambridge Investment Research, Inc, and Barclayhedge.
How can I contact Heather Rathbun?
You can use AeroLeads to view verified contact signals for Heather Rathbun at Financial Integrators, including work email, phone, and LinkedIn data when available.
What schools did Heather Rathbun attend?
Heather Rathbun holds Ba, Elementary Ed. from Iowa Wesleyan College.
What skills is Heather Rathbun known for?
Heather Rathbun is listed with skills including Advertising, Due Diligence, Financial Services, Analysis, Series 7, Finra, Series 24, and Series 66.
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