Jamie Nichole Heydenreich

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 08/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2020 → 08/2021
  Ae Financial Services, Llc
  Topeka, KS
• 06/2018 → 10/2020
  Office Of The Kansas Securities Commissioner
  Topeka, KS
• 03/2015 → 05/2018
  Gradient Insurance Brokerage
  Topeka, KS
• 08/2021 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2020-11-23 → 2021-08-20
  Ae Wealth Management, Llc
  Topeka, KS

Other Businesses

1.) ASSISTING WITH SON'S 3D PRINTING BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-05
• S63 Uniform Securities Agent State Law Examination
  2019-07-13

Other Names

• Jamie Nichole Bishop