Heidi Ann Detmer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 12/2012 → Present
  Capricorn Financial Strategies
  Twin Falls, ID
• 12/2012 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2025 → Present
  Osaic Wealth
  Twin Falls, ID

Previous Registrations

• 2012-12-07 → 2025-09-25
  Commonwealth Financial Network
  Twin Falls, ID
• 2008-10-16 → 2012-12-12
  Edward Jones
  Buhl, ID
  St Louis, MO

Other Businesses

1. CAPRICORN FINANCIAL STRATEGIES POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/27/2013 ADDRESS: 1426 Addison Ave E, Suite B, Twin Falls ID 83301, United States DESCRIPTION: Insurance sales and service for various carriers. Also DBA marketing name for financial services business. 2. WHISKEY RIVER INVESTMENTS, LLC DBA CAPRICORN FINANCIAL STRATEGIES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/27/2013 ADDRESS: 1426 Addison Ave E, Suite B, Twin Falls ID 83301, United States DESCRIPTION: Owner of commercial property. Office space is rented to other businesses. General Maintenance 3. WHITTAKER TRUST POSITION: Executor NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/23/2020 ADDRESS: 1426 Addison Ave E, Suite B, Twin Falls ID 83301, United States DESCRIPTION: Trustee

Exams

• S66 Uniform Combined State Law Examination
  2008-10-03

Other Names

• Heidi A Opheim
• Heidi A Rivera
• Heidi A Brown