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Barbara Linn Hein

Pursuit Wealth Management

Coralville, IA

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Current Employers
Pursuit Wealth Management

2461 10Th St. Suite 4, Coralville, IA 52241 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-09-17
  • IA RA
    APPROVED
    Since 2018-09-17

Branch Locations

2461 10Th St. Suite 4, Coralville, IA 52241 • 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
Barbara L Hein Clive IA 04/2012 Present
Steeleworks Financial Clive IA 03/2014 02/2017
Firm Coralville IA 09/2018 Present
  • 04/2012 → Present
    Barbara L Hein
    Clive, IA
  • 03/2014 → 02/2017
    Steeleworks Financial
    Clive, IA
  • 09/2018 → Present
    Firm
    Coralville, IA
Previous Registrations
Other Businesses

1)DBA:BARBARA L HEIN . 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)DISTRIBUTOR FOR NU-SKIN.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-10
  • S66 Uniform Combined State Law Examination
    2000-02-10
Designations

View on SEC IAPD

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UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
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STATE FARM INVESTMENT MANAGEMENT CORP.
LANE FAMILY WEALTH MANAGEMENT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

MICHAEL J CONLON
JASON ALAN DUMONT
RYAN CHRISTOPHER PANZER
TINA LYNN MCLASKEY
JOSHUA TIMOTHY OSWALD
TYLER PAUL FRIDRICH
JAMES JOSEPH MEEHAN
ROBERT EARL ROBINSON

Other Offices

WEALTH ADVISORS GROUP, LLC · CORALVILLE, IA
LPL FINANCIAL LLC · CORALVILLE, IA
CREATIVE PLANNING · Coralville, IA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · CORALVILLE, IA
EDWARD JONES · CORALVILLE, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Coralville, IA
LPL FINANCIAL LLC · NORTH LIBERTY, IA
LANE FAMILY WEALTH MANAGEMENT · NORTH LIBERTY, IA

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