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Steven Joseph Heimermann

The Huntington Investment Company

Wayzata, MN

CRD 3062404

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Employer firm

The Huntington Investment Company CRD 16986

$7.89B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-04
  • MN RA
    APPROVED
    Since 2026-03-04

Branch Locations

Wayzata 1101 Wayzata Blvd E, Wayzata, MN 55391 • 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
Lpl Financial Llc Golden Valley MN 04/2024 03/2026
Midwestone Bank Golden Valley MN 04/2024 03/2026
Northern Trust Minneapolis MN 01/2015 01/2024
The Huntington National Bank Minnetonka MN 03/2026 Present
The Huntington Investment Company Columbus OH 03/2026 Present
  • 04/2024 → 03/2026
    Golden Valley, MN
  • 04/2024 → 03/2026
    Midwestone Bank
    Golden Valley, MN
  • 01/2015 → 01/2024
    Northern Trust
    Minneapolis, MN
  • 03/2026 → Present
    The Huntington National Bank
    Minnetonka, MN
  • 03/2026 → Present
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-26
S65 Uniform Investment Adviser Law Examination 2006-01-23
S63 Uniform Securities Agent State Law Examination 1998-06-08
  • S66 Uniform Combined State Law Examination
    2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2006-01-23
  • S63 Uniform Securities Agent State Law Examination
    1998-06-08
Designations
  • Certified Financial Planner
Other Names
  • Steven Joseph Heimermann
  • Steven J Heimermann
  • Steven Heimermann

View on SEC IAPD

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