William Heird

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2024 → 01/2026
  Edward Jones
  St Louis, MO
• 05/2018 → 09/2024
  Bozeman Health
  Bozeman, MT
• 03/2011 → 05/2018
  Advanced Vein And Laser Center
  York, PA
• 01/2026 → Present
  Ameriprise Financial Services, Llc
  York, PA

Previous Registrations

• 2024-12-03 → 2026-01-06
  Edward Jones
  Hanover, PA
  St Louis, MO
  Dover, PA

Other Businesses

Outside Employment; Quo Vadimus LLC; Associate Financial Advisor; Manage advisory business; 224 St. Charles Way Suite 150, , York , PA, 17402; Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-23

Other Names

• Billy Heird
• William B Heird
• William Buchman Heird
• William Heird