Duane Paul Heiling

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

• 04/1993 → 03/2020
  Ameriprise Financial Services, Inc.
  Mankato, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Redwood Falls, MN

Other Businesses

Real Estate Ownership; Commercial; 800 E. Bridge St. Redwood Falls, MN 56293, ,; ; 02/01/2013. Business Ownership; Duane Heiling Inc.; ; Manage Pracgtice operations; 800 East Bridge StRedwood Falls, MN 56283, ,; Not Investment-Related; 01/01/2017; 40 to 59 hours per month; 60 during trading hours. Board of Directors; RACF; secretary; Redwood Falls, MN 56283, ,; ; ; 1 to 9 hours per month; / Country Sno Riders; Treasurer; Po Box 422 Redwood Falls, Mn 56283, ,; ; 10/15/2000; 1 to 9 hours per month; / Willow Lake Township; Supervisor; 206 Main St, , Wanda, MN, 56294; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LFP Consulting; employee; Financial Advisor; 125 Buckskin Ave Suite 200, , Bismark, ND, 58503; Not Investment-Related; 10/02/2023; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-29

Designations

• Chartered Financial Consultant