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Heidi Hargis Email & Phone Number
Chief Compliance Officer
at
Bookends Financial Planning
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Compliance Officer
Location
Indianapolis, Indiana, United States
Company size
Who is Heidi Hargis? Overview
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Quick answer
Heidi Hargis is listed as Chief Compliance Officer at Bookends Financial Planning, a with 8 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Heidi Hargis.
Company email context
Email format at Bookends Financial Planning
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{first}.{last}@raymondjames.com
86% confidence
AeroLeads found 1 current-domain work email signal for Heidi Hargis. Compare company email patterns before reaching out.
Profile bio
About Heidi Hargis
The goal for our team is to work side by side with clients to identify, pursue, and monitor short and long-term financial objectives, while using the extensive resources we've employed.Contact us with any questions! 317-859-2502Industry regulations prohibit endorsements or testimonials for Bookends Financial Planning or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Bookends Financial Planning a Registered Investment Advisor.
Listed skills include Retirement Planning, Retirement Savings, Financial Planning, Series 7, and 17 others.
Current workplace
Heidi Hargis's current company
Company context helps verify the profile and gives searchers a useful next step.
Bookends Financial Planning
1 role
Heidi Hargis work experience
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Chief Compliance Officer
FAQ
Frequently asked questions about Heidi Hargis
Quick answers generated from the profile data available on this page.
What company does Heidi Hargis work for?
Heidi Hargis works for Bookends Financial Planning.
What is Heidi Hargis's role at Bookends Financial Planning?
Heidi Hargis is listed as Chief Compliance Officer at Bookends Financial Planning.
What is Heidi Hargis's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Heidi Hargis at Bookends Financial Planning.
Where is Heidi Hargis based?
Heidi Hargis is based in Indianapolis, Indiana, United States while working with Bookends Financial Planning.
What companies has Heidi Hargis worked for?
Heidi Hargis has worked for Bookends Financial Planning.
How can I contact Heidi Hargis?
You can use AeroLeads to view verified contact signals for Heidi Hargis at Bookends Financial Planning, including work email, phone, and LinkedIn data when available.
What skills is Heidi Hargis known for?
Heidi Hargis is listed with skills including Retirement Planning, Retirement Savings, Financial Planning, Series 7, Retirement, Fixed Annuities, Insurance, and Finance.
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