Theodore John Heuchling

Employer firm

Portfolio Logix, LLC CRD 305082

$39.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 01/2013 → 10/2019
  Cetera Advisors Llc
  Denver, CO
• 11/2019 → Present
  Portfolio Logix, Llc
  Missoula, MT
• 11/2019 → Present
  Portfolio Logix, Llc
  Missoula, MT

Previous Registrations

• 2012-02-28 → 2019-11-07
  Cetera Advisors Llc
  Greenwood Village, CO
  Missoula, MT
• 2003-12-12 → 2012-02-28
  Pacific West Financial Consultants Inc
  Missoula, MT
• 1996-01-01 → 2003-12-12
  S.G. Long & Company
  Missoula, MT
• 1996-06-13 → 2002-12-31
  Bts Asset Management, Inc.
  Missoula, MT

Other Businesses

1) PORTFOLIO LOGIX, LLC, DBA FOR FIXED INSURANCE SALES; SOLE OWNER SINCE 2003.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-10
• S63 Uniform Securities Agent State Law Examination
  1990-11-20

Other Names

• Ted Heuchling