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Inactive

David C Heitbrink

Bos Asset Management, LLC

Jacksonville, IL

Springfield, IL

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Current Employers
Bos Asset Management, Llc

3400 Wabash Avenue, Springfield, IL 62711 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
MO RA APPROVED 2025-01-23
IL RA APPROVED 2022-01-06
TX RA APPROVED 2022-01-06
  • FL RA
    APPROVED
    Since 2026-08-25
  • MO RA
    APPROVED
    Since 2025-01-23
  • IL RA
    APPROVED
    Since 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-06

Branch Locations

303 W. College Ave, Jacksonville, IL 62650 • United States

3400 Wabash Avenue, Springfield, IL 62711 • 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
Heitbrink Asset Management Jacksonville IL 08/2013 Present
Bos Asset Management, Llc Jacksonville IL 01/2022 Present
Bank Of Springfield Jacksonville IL 01/2022 Present
  • 08/2013 → Present
    Heitbrink Asset Management
    Jacksonville, IL
  • 01/2022 → Present
    Bos Asset Management, Llc
    Jacksonville, IL
  • 01/2022 → Present
    Bank Of Springfield
    Jacksonville, IL
Previous Registrations
  • 2013-09-16 → 2022-03-04
    Heitbrink Asset Management, Inc.
    Jacksonville, IL
  • 1998-04-12 → 2013-09-16
    Lpl Financial Llc
    Jacksonville, IL
Other Businesses

1) BANK OF SPRINGFIELD; VICE-PRESIDENT; JACKSONVILLE, IL

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-20
S63 Uniform Securities Agent State Law Examination 1990-08-16
  • S65 Uniform Investment Adviser Law Examination
    1998-05-20
  • S63 Uniform Securities Agent State Law Examination
    1990-08-16
Designations
Other Names
  • David Charles Heitbrink

View on SEC IAPD

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HEIDI JO KOEPPEL
MICHAEL HALBERT LANSDEN
TIMOTHY RANDALL FLINN
CRAIG STEVEN ALBERS
Nathan C McCombs
Wade Mathis

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Jacksonville, IL
EDWARD JONES · JACKSONVILLE, IL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · JACKSONVILLE, IL
INVESTMENT ADVISORS GROUP, LLC · JACKSONVILLE, IL
BFC PLANNING, INC. · JACKSONVILLE, IL
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · JACKSONVILLE, IL
EDWARD JONES · JACKSONVILLE, IL
EDWARD JONES · JACKSONVILLE, IL

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