Zed William Dale Heimensen

Current Employers

Employment History

• 05/2022 → Present
  Heimensen Wealth Advisors
  Rock Rapids, IA
• 08/2022 → 06/2024
  Securities America, Inc.
  Rock Rapids, IA
• 08/2012 → 05/2019
  Central Lyon High School
  Rock Rapids, IA
• 05/2019 → 05/2022
  Morningside University
  Sioux City, IA
• 01/2023 → 06/2024
  Securities America Advisors
  Rock Rapids, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sioux Falls, SD

Previous Registrations

• 2023-01-13 → 2024-06-14
  Securities America Advisors, Inc.
  Rock Rapids, IA

Other Businesses

1. HEIMENSEN WEALTH ADVISORS POSITION: Registered Rep NATURE: Change to our primary DBA office name INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/16/2023 ADDRESS: 201 S Story Street, Rock Rapids IA 51246, United States DESCRIPTION: This is just a change to our DBA name for our primary business activities as a registered rep and investment advisor through SAI and SAA 2. HEIMENSEN WEALTH ADVISORS POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2023 ADDRESS: 201 S Story St, Rock Rapids IA 51246, United States DESCRIPTION: I am a licensed insurance agent - accident & health, life, and variable life/variable annuity. I write new business and manage existing policies for insurance clients. 3. CENTRAL LYON ATHLETICS POSITION: Middle School Boys Basketball Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2026 ADDRESS: 1010 S Greene St, Rock Rapids IA 51246, United States DESCRIPTION: I am the Central Lyon Middle School boys basketball coach from October to December. 4. OPTIMIZED WEALTH POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2024 ADDRESS: 201 S Story St, Rock Rapids IA 51246, United States DESCRIPTION: Owner. S corporation established for tax and business structure purposes related to my financial advisory practice. No separate business activities outside of my advisory practice.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06

Designations

Other Names

• Zed William Heimensen