Kathleen Heit has been an investment adviser representative at Endeavor Private Wealth since April 2025, and is not listed among the firm’s executive officers or direct owners.
Endeavor Private Wealth, Inc. is a Topeka, KS firm with $595M under management, 535 clients and 9 advisers across 5 offices, as of its May 2026 filing.
Kathleen Heit’s longest registration was 6 years at Clayton Wealth Partners (2011–2017). Before joining Endeavor Private Wealth in 2025, Kathleen Heit was registered through Sanctuary Advisors, LLC and Clayton Wealth Partners.
- – present · 1 yearTopeka, KS · Adviser representative · Firm CRD 313053
- Sanctuary Advisors, LLC– · 3 yearsLawrence, KS · Adviser representative · Firm CRD 226606
- Clayton Wealth Partners– · 6 yearsTopeka, KS · Adviser representative · Firm CRD 105898
- Oppenheimer & Co. Inc.– · 3 yearsTopeka, KS · Adviser representative · Firm CRD 249
Investment adviser representative registrations
Kathleen Heit is registered as an investment adviser representative in Kansas, since April 2025.
- KansasSince 29 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 August 2007 |
| Series 7 | General Securities Representative Examination | 11 July 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kathleen Ann Heit
- CRD
- 5292872
- Firm
- Endeavor Private Wealth · CRD 313053
- Office
- 2951 SW WOODSIDE DR., Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathleen Heit work?
Kathleen Heit is an investment adviser representative registered through Endeavor Private Wealth, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kathleen Heit a financial advisor?
Yes. Kathleen Heit has a current investment-adviser registration in Kansas, through Endeavor Private Wealth since April 2025.
How many years of experience does Kathleen Heit have?
Kathleen Heit has 15 years in the financial industry, since June 2011, across 4 adviser firms.
What exams has Kathleen Heit passed?
Kathleen Heit has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2007.
Where did Kathleen Heit work before Endeavor Private Wealth?
Before Endeavor Private Wealth, Kathleen Heit was registered through Sanctuary Advisors, LLC, September 2021 to April 2025; Clayton Wealth Partners, August 2011 to November 2017; Oppenheimer & Co. Inc., August 2007 to August 2011.
Where is Kathleen Heit based?
Kathleen Heit’s registered office is in Topeka, KS.
Is Kathleen Heit registered with FINRA?
No. Kathleen Heit has no current broker registration.
How can I verify Kathleen Heit’s record?
Search CRD 5292872 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathleen Heit’s full registration record.
- Heidi MarkChief Compliance Officer
- Christopher McGeeManaging Partner