Steven Donald Heithecker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 09/2012 → Present
  Raymond James Financial Services, Inc.
  Chico, CA
• 09/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Chico, CA
• 04/2014 → Present
  Heithecker Financial
  Chico, CA
• 11/2015 → Present
  Bidwell Wealth Advisors
  Chico, CA
• 03/2020 → Present
  Heitheckr & Shanks Financial
  Chico, CA

Previous Registrations

• 2000-06-05 → 2012-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chico, CA

Other Businesses

(1)Name of Business: Bidwell Wealth Advisors Address: 250 Vallombrosa Ave Ste 450, Chico, CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner (2)Name of Business: Heithecker Financial Address: 250 Vallombrosa Ave Ste 450, Chico, CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3)Name of Business: Heitheckr & Shanks Financial Address: 250 Vallombrosa , Chico , CA, 95926, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2000-05-25
• S63 Uniform Securities Agent State Law Examination
  1994-08-02

Other Names

• Steven Heithecker