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Thomas August Heuer

Wealthspire Retirement Advisory

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-07
CA RA APPROVED 2019-07-29
  • TX RA
    APPROVED
    Since 2025-10-07
  • CA RA
    APPROVED
    Since 2019-07-29

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Nfp Retirement, Inc. Aliso Viejo CA 02/2019 10/2025
Frank, Rimmerman, Llp San Francisco CA 06/2018 07/2018
Xponential Growth Solutions San Diego CA 05/2017 02/2019
San Diego State University San Diego CA 09/2015 05/2019
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 02/2019 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 06/2018 → 07/2018
    Frank, Rimmerman, Llp
    San Francisco, CA
  • 05/2017 → 02/2019
    Xponential Growth Solutions
    San Diego, CA
  • 09/2015 → 05/2019
    San Diego State University
    San Diego, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-29
  • S65 Uniform Investment Adviser Law Examination
    2019-07-29
Designations

View on SEC IAPD

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CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

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William A Schellenberg
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ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

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