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Inactive

Keith Edward Heil

Dale K. Ehrhart, Inc.

Venice, FL

Sunrise Beach, MO

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Current Employers
Dale K. Ehrhart, Inc.

100 W Venice Ave Suite G, Venice, FL 34285 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-12-15
  • KS RA
    APPROVED
    Since 2023-12-15

Branch Locations

100 W Venice Ave Suite G, Venice, FL 34285 • United States

Sunrise Beach, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arise Cpa Services, Llc Overland Park KS 08/2007 12/2022
Arise Wealth Management, Llc Overland Park KS 01/2008 Present
Dale K. Ehrhart, Inc. Sunrise Beach MO 12/2023 Present
  • 08/2007 → 12/2022
    Arise Cpa Services, Llc
    Overland Park, KS
  • 01/2008 → Present
    Arise Wealth Management, Llc
    Overland Park, KS
  • 12/2023 → Present
    Dale K. Ehrhart, Inc.
    Sunrise Beach, MO
Previous Registrations
  • 2009-01-23 → 2023-12-31
    Arise Wealth Management, Llc
    Overland Park, KS
  • 2003-01-02 → 2009-02-05
    Lumia Wealth, Llc
    Overland Park, KS
  • 2001-08-22 → 2002-11-27
    Ernst & Young Investment Advisers Llp
    Kansas City, MO
  • 2002-08-12 → 2002-11-20
    Legacy Financial Group, Inc.
    Overland Park, KS
Other Businesses

Owner and Investment Advisor at Arise Wealth Management, LLC and Owner and CPA for Heil CPA Services, LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-08
S65 Uniform Investment Adviser Law Examination 1999-12-21
  • S66 Uniform Combined State Law Examination
    2002-07-08
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT
Bonnie Jean Harmsen Gaudreau
Robert K Domke
James Walker Crites
Timothy Francis Hixson
Dustin R Hays

Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

More in Venice, FL

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