Heidi Droel

Current Employers

Employment History

• 01/2016 → 06/2017
  Ndx Laboratories
  Falcon Heights, MN
• 06/2017 → 09/2017
  American Transportation
  Blaine, MN
• 09/2017 → 12/2017
  Wells Fargo Home Mortgage
  Minneapolis, MN
• 02/2018 → 01/2020
  Ally Financial
  Shoreview, MN
• 02/2020 → 03/2021
  Jefferson Lines
  Minneapolis, MN
• 03/2021 → 12/2021
  Robert Half
  Brooklyn Center, MN
• 07/2020 → Present
  Dragon Door Publications
  Little Canada, MN
• 11/2022 → 01/2023
  Csp & Associates Inc
  Lake Elmo, MN
• 11/2022 → 01/2025
  Principal Securities Inc
  Lake Elmo, MN
• 02/2023 → 01/2025
  Csp & Associates Inc
  Lake Elmo, MN
• 01/2025 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 01/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Plymouth, MN
• 01/2025 → 09/2025
  Avantax Investment Services Inc.
  Plymouth, MN
• 01/2025 → Present
  Mrk Financial Solutions
  Plymouth, MN
• 01/2018 → 01/2018
  Unemployed
  Minneapolis, MN
• 02/2025 → Present
  Truplan Financial Advisors
  Plymouth, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plymouth, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-28 → 2025-09-05
  Avantax Advisory Services
  Plymouth, MN
  Dallas, TX
• 2023-02-16 → 2025-01-27
  Principal Securities, Inc.
  Lake Elmo, MN
  Brooklyn Center, MN

Other Businesses

1) MRK FINANCIAL SOLUTIONS POSITION: Financial Service Associate NATURE: MRK Financial is a full-service financial planning firm for businesses and individuals. They provide investment/insurance planning, financial planning, and tax planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 59 START DATE: 01/21/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Obtain client's financial and non-financial information to aid in financial planning with senior advisors Utilize asset management tools to design financial plans Utilize UltraTax for tax preparation for strategic partnership accounting practices Assist paraplanner with trades, cash management, and other aspects of invest management for clients 2) DRAGON DOOR PUBLICATIONS POSITION: Accountant NATURE: Dragon Door Publications is a small publishing company that creates fitness related books and equipment. I work as an accountant for the company and create all financials (monthly and year end), run AP, and payroll. I do not do anything with taxes or investments. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2020 ADDRESS: 2999 Yorkton Blvd, Unit 2, Little Canada MN 55117, United States DESCRIPTION: AP - input and pay invoices Run and create sales reports Create monthly/yearly financials Run biweekly payroll through ADP Enter payroll and employee contributions through employer 401k 3) TRUPLAN FINANCIAL ADVISORS POSITION: Service Associate NATURE: Full-service financial planning firm for businesses and individuals. They provide investment/insurance planning, financial planning, and tax planning. This OBA is due to a name change from MRK Financial to TruPlan Financial Advisors; everything is the same. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/28/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Obtain client's financial and non-financial information to aid in financial planning with senior advisors Utilize asset management tools to design financial plans Utilize UltraTax for tax preparation for strategic partnership accountingpractices Assist paraplanner with trades, cash management, and other aspects of invest management for clients

Exams

• S66 Uniform Combined State Law Examination
  2023-02-11

Other Names

• Heidi Diane Morris
• Heidi Droel
• Heidi D Droel
• Heidi Rynders