Andrew James Heimdahl

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2018 → 05/2018
  Washington State University
  Pullman, WA
• 08/2015 → 05/2018
  Washington State University
  Pullman, WA
• 05/2017 → 05/2024
  Keybank
  Seattle, WA
• 07/2018 → 09/2021
  Key Investment Services Llc
  Bellevue, WA
• 11/2022 → 05/2024
  Key Investment Services
  Seattle, WA
• 05/2024 → Present
  Wells Fargo Clearing Services, Llc
  Mercer Island, WA
• 05/2024 → Present
  Wells Fargo Bank, Na
  Mercer Island, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-31
• S63 Uniform Securities Agent State Law Examination
  2018-08-03

Other Names

• Andrew James Heimdahl
• Andrew J Heimdahl