Amy Heaton

Current Employers

Employment History

• 10/2007 → Present
  Sterk Financial Services
  Dakota Dunes, SD
• 01/2024 → Present
  Osaic Weatlh Inc
  Dakota Dunes, SD

Other Businesses

1.PELICAN RIDGE LOA BOARD POSITION: Board member NATURE: Board that represents the Pelican Ridge Lot Owners Association - a community in Arnolds Park, Iowa. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2025 ADDRESS: 1200 Sunshine Run, Arnolds Park IA 51331, United States DESCRIPTION: Serve on the board for management and administration of the common areas in Pelican Ridge. 2. WOMEN'S ADVISORY BOARD POSITION: Board Member NATURE: Board of women financial professionals and leaders from across Osaic network that provide insight and feedback regarding efforts to advance our community of women professionals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2025 ADDRESS: 18700 Hayden Rd Ste 255, Scottsdale AZ 85255, United States DESCRIPTION: I will sit on the committee working towards bringing women into the industry 3. STERK FINANCIAL SERVICES POSITION: Partner & COO NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/01/2007 ADDRESS: 350 Oak Tree Lane Ste 150, Dakota Dunes SD 57049, United States DESCRIPTION: Office Management starting 10/2/2007 as well as includes participation in the Sterk Financial Services Multi-Generation Joint Venture which started 9/1/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-04-03

Other Names

• Amy Chicoine