David Heim has been an investment adviser representative at Strategic Wealth Advisors Group since February 2018, and is not listed among the firm’s executive officers or direct owners. David Heim holds a Degree in Finance with an emphasis in Investments from Missouri State University.
Strategic Wealth Advisors Group, Inc. is an Utica, MI firm with $207M under management, 544 clients and 6 advisers across 2 offices, as of its March 2026 filing.
David Heim is Financial Advisor of Strategic Wealth Advisors Group, Inc. He has worked as a financial representative since 1989, helping people reach their retirement and investment objectives. He is licensed in Missouri, Arkansas, Kansas and Oklahoma.
David Heim’s longest registration is the current one, 8 years at Strategic Wealth Advisors Group since 2018. Before joining Strategic Wealth Advisors Group in 2018, David Heim was registered through United Advisors America Corporation.
- – present · 8 yearsNixa, MO · Adviser representative · Firm CRD 285863
- United Advisors America Corporation– · 7 yearsNixa, MO · Adviser representative · Firm CRD 147350
Investment adviser representative registrations
David Heim is registered as an investment adviser representative in 2 states. The first approvals date from February 2018; the most recent is Arkansas, in March 2018.
- ArkansasSince 1 March 2018
- MissouriSince 13 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Jeffery Heim
- CRD
- 2068976
- Firm
- Strategic Wealth Advisors Group · CRD 285863
- Office
- Nixa, MO
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicwealthadvisorsgroup.com
Where does David Heim work?
David Heim is an investment adviser representative registered through Strategic Wealth Advisors Group, Inc. since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Heim a financial advisor?
Yes. David Heim has a current investment-adviser registration in Arkansas and Missouri, through Strategic Wealth Advisors Group since February 2018.
How many years of experience does David Heim have?
David Heim has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has David Heim passed?
David Heim has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 1997.
Where did David Heim work before Strategic Wealth Advisors Group?
Before Strategic Wealth Advisors Group, David Heim was registered through United Advisors America Corporation, January 2010 to November 2017.
Where is David Heim based?
David Heim’s registered office is in Nixa, MO.
Is David Heim registered with FINRA?
No. David Heim has no current broker registration.
How can I verify David Heim’s record?
Search CRD 2068976 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Heim’s full registration record.
