Connie Lynn Heier

Current Employers

Employment History

• 11/2005 → Present
  Moser & Heier Cpa Inc.
  Lisle, IL
• 09/2008 → Present
  Moser & Heier Financial Solutions
  Lisle, IL
• 10/1998 → Present
  Osaic Wealth, Inc.
  Roseville, MN
• 10/2016 → Present
  Focus Financial
  Lisle, IL

Previous Registrations

• 2004-10-22 → 2017-12-31
  Moser & Heier Financial Solutions
  Lisle, IL

Other Businesses

1) FOCUS FINANCIAL NETWORK INC POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 110 START DATE: 01/01/2017 ADDRESS: 901 Warrenville Road, Ste 100, Lisle IL 60532 DESCRIPTION: Meet with clients to discuss financial needs, goals and objectives, conduct quarterly, semi-annual, or annual reviews 2) MOSER & HEIER FINANCIAL SOLUTIONS POSITION: Other - Shareholder NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2002 ADDRESS: 901 Warrenville Rd, Ste 100, Lisle, IL 60532, Lisle IL 60532 DESCRIPTION: life, long-term care, fixed annuity sales 3) MOSER & HEIER CPA INC POSITION: Other - Shareholder NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1997 ADDRESS: 901 Warrenville Rd, Ste 100, Lisle IL 60532, United States DESCRIPTION: personal, partnership, fiduciary, estate, gift and corporate tax preparation, financial statement preparation, sales and payroll tax preparation, tax analysis and planning 4) MSKC HOLDINGS LLC POSITION: LLC member NATURE: LLC filing taxes as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2025 ADDRESS: 2464 Rio Grande Circle, Naperville IL 60565 DESCRIPTION: LLC will hold single home rental property - other LLC members will be managing

Exams

• S66 Uniform Combined State Law Examination
  2001-08-14

Designations