David Heitbrink (CRD# 2083646) is an Investment Advisor Representative working at Bos Asset Management, LLC in Jacksonville, IL and has over 33 years of experience in the finance industry. David Heitbrink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2376253
Investment Advisors Group, LLC
CRD# 2607165
Berthel Fisher & Company Financial Services, Inc.
CRD# 4638986
Blankenship Financial Planning, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bos Asset Management, LLC | Jacksonville, IL | Jan 2022 - Current | 2 |
| Bank Of Springfield | Jacksonville, IL | Jan 2022 - Current | 2 |
| Heitbrink Asset Management | Jacksonville, IL | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- IL
- TX
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Total Assets Under Management747MILLIONS
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Total Number of Accounts1,061ACCOUNTS
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Average Account Value$704,340
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, MO, SC, TX, UT
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