Heidi C Hebert

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2013 → 12/2016
  Questar Capital Corporation
  Minneapolis, MN
• 10/2016 → 05/2018
  Liberty Mutual
  Dover, NH
• 08/2017 → 07/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 09/2014 → 01/2022
  Concourse Financial Group Securities (Fka Proequities)
  Dover, NH
• 05/2018 → 07/2023
  Protective Life
  Dover, NH
• 01/2022 → 05/2023
  Investment Distributors, Inc.
  Louisville, KY
• 07/2023 → Present
  Edward Jones
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06
• S63 Uniform Securities Agent State Law Examination
  2009-05-14

Other Names

• Heidi Cluff
• Heidi Linell Cluff
• Heidi Cluff Hebert
• Heidi Cluff