Heather Renee Schaber

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2016 → 08/2022
  Aoy Mitchell
  Elm Grove, WI
• 08/2022 → Present
  Beacon Pointe Advisors, Llc
  Milwaukee, WI

Previous Registrations

• 2011-06-02 → 2013-03-25
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-21
• S63 Uniform Securities Agent State Law Examination
  2008-11-06

Other Names

• Heather Renee Dehart
• Heather Renee De Hart