Heidi Foster has been Wealth Advisor and Investment Manager of American Wealth Management since December 2015, is a control person of the firm and directly owns under 5% of it. Heidi Foster holds a BS in business administration with an emphasis in finance from the University of Southern California and an MBA from the University of Nevada, Reno.
American Wealth Management is a Reno, NV firm with $761M under management, 897 clients and 5 advisers in one office, as of its June 2026 filing.
Heidi Foster is Wealth Advisor & Investment Manager of American Wealth Management, based in Reno, Nevada. She works with clients to design, implement and monitor comprehensive, multi-generational wealth management strategies, and has more than 30 years of experience managing investments for individuals, families and charities. Before joining the firm she was vice president and senior investment manager in the private banks of two major financial institutions.
Heidi Foster’s longest registration is the current one, 13 years at American Wealth Management since 2012. Before joining American Wealth Management in 2012, Heidi Foster was registered through LPL Financial Corporation and Wells Fargo Investments, LLC.
- American Wealth ManagementCurrent– present · 13 yearsReno, NV · Adviser representative · Firm CRD 122205
- LPL Financial Corporation– · under a yearReno, NV · Adviser representative · Firm CRD 6413
- Wells Fargo Investments, LLC– · 1 yearReno, NV · Adviser representative · Firm CRD 10582
Professional designations
Listed by American Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Heidi Foster is registered as an investment adviser representative in 7 states. The first approvals date from November 2012; the most recent is Arizona, in January 2020.
- ArizonaSince 21 January 2020
- CaliforniaSince 13 January 2020
- ColoradoSince 13 January 2020
- IdahoSince 13 January 2020
- MontanaSince 14 January 2020
- NevadaSince 21 November 2012
- WashingtonSince 13 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 5 June 2015 |
| Series 66 | Uniform Combined State Law Examination | 12 May 2010 |
| Series 7 | General Securities Representative Examination | 7 May 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heidi Ann Foster
- CRD
- 4739930
- Firm
- American Wealth Management · CRD 122205
- Role
- Wealth Advisor and Investment Manager
- Office
- 570 HAMMILL LANE, Reno, NV 89511
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- financialhealth.com
Where does Heidi Foster work?
Heidi Foster has been Wealth Advisor and Investment Manager of American Wealth Management since December 2015, and is a control person of the firm.
Is Heidi Foster a financial advisor?
Yes. Heidi Foster has a current investment-adviser registration in Arizona, California, Colorado, Idaho, Montana, Nevada and Washington, through American Wealth Management since November 2012.
How many years of experience does Heidi Foster have?
Heidi Foster has 17 years in the financial industry, since December 2008, across 3 adviser firms.
What exams has Heidi Foster passed?
Heidi Foster has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in May 2010. FINRA credited Heidi Foster with the SIE, which began in October 2018.
Where did Heidi Foster work before American Wealth Management?
Before American Wealth Management, Heidi Foster was registered through LPL Financial Corporation, May 2010 to May 2010; Wells Fargo Investments, LLC, December 2003 to May 2005.
Where is Heidi Foster based?
Heidi Foster’s registered office is in Reno, NV.
Is Heidi Foster registered with FINRA?
Yes. Heidi Foster has a current broker registration, under CRD 4739930.
Source: FINRA BrokerCheck
Is Heidi Foster a CFP?
American Wealth Management lists Heidi Foster with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Heidi Foster’s record?
Search CRD 4739930 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Heidi Foster’s full registration record.
