Heidi Jo Helmeke

Employer firm

Enspyre Wealth Advisors, Inc. CRD 300992

$218M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 03/2000 → 04/2017
  Securities America, Inc.
  Omaha, NE
• 03/2000 → 05/2019
  Prestige Planning, Inc
  Woodbury, MN
• 05/2019 → Present
  Enspyre Wealth Advisors
  Woodbury, MN

Previous Registrations

• 2014-01-31 → 2019-07-10
  Prestige Wealth Management
  Woodbury, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-22

Designations

• Certified Financial Planner

Other Names

• Heidi Leuzinger
• Heidi Jo Leuzinger
• Heidi Fuchs
• Heidi Jo Lenzinger
• Heidi Jo Fuchs