Kimber Wendel Heaton

Current Employers

Employment History

• 08/2005 → Present
  Heaton Financial, Pc
  Cedar City, UT

Previous Registrations

• 1996-01-24 → 2005-08-25
  Zions Direct, Inc.
  Cedar City, UT

Other Businesses

I AM A MEMBER AND THE MANAGER OF THE WENDEL AND PATSY HEATON FAMILY LLC. THE LLC HOLDS FAMILY REAL ESTATE AND CASH AND IS NOT INVESTMENT RELATED. I SPEND LESS THAN 1/2 HOUR PER MONTH WITH MY RESPONSIBILITIES WHICH INCLUDE RECONCILING BANK STATEMENTS AND PAYING PROPERTY TAXES. I AM LICENSED AS AN INSURANCE AGENT AND SPEND TIME EACH MONTH HANDLING INSURANCE RELATED BUSINESS, MOSTLY RELATED TO THE SALE AND SERVICING FIXED ANNUITIES. GENERALLY, LESS THAN 10% OF MY TIME IS SPENT ON THIS. AND OVERALL IT IS LESS THAN 10% OF MY BUSINESS, ALTHOUGH SOME OF IT MAY TAKE PLACE DURING MARKET HOURS. I AM ALSO A MEMBER MANAGER OF COAL CREEK HOLDINGS LLC WHICH WILL HOLD AND FROM TIME TO TIME MAY PURCHASE REAL ESTATE. THIS BUSINESS IS NOT AFFILIATED WITH HEATON FINANCIAL, PC AND IS NOT INVESTMENT RELATED. I EXPECT TO SPEND LESS THAN 2 HOURS EACH MONTH WITH THIS ENDEAVOR WHICH COULD INCLUDE LOOKING AT PROPERTIES, PAYING BILLS, OR KEEPING FINANCIAL RECORDS. I ALSO SERVE AS THE TRUSTEE FOR THE CARMEN H. WATSON TRUST AND THE CATHERINE IVES TRUST AND SPEND ABOUT 10 HOURS EACH MONTH MANAGING ASSETS AND MAKING DISTRIBUTIONS FROM THESE TWO TRUSTS. ABOUT 5 HOURS EACH MONTH MAY BE DURING MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-15
• S63 Uniform Securities Agent State Law Examination
  1993-06-18

Designations

Other Names

• Kimber Wendel Heaton