Charles William Heil

Current Employers

Employment History

• 12/2012 → 12/2025
  Moloney Securities Co., Inc
  Manchester, MO
• 02/2016 → 12/2016
  Moloney Investment Advisory Llc
  Manchester, MO
• 02/2016 → 12/2025
  Moloney Securities Asset Management Llc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Manchester, MO
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2016-02-23 → 2025-12-05
  Moloney Securities Asset Management Llc
  Manchester, MO
• 2016-03-17 → 2016-12-31
  Moloney Investment Advisory Llc
  Manchester, MO
• 2012-12-13 → 2016-04-27
  Moloney Securities Co., Inc.
  Manchester, MO
  Manchester, MO
  Manchester, MO
• 2004-03-29 → 2012-12-11
  Smith, Moore & Co.
  Clayton, MO
  Clayton, MO
• 1988-06-12 → 2004-04-14
  Capital Equities Management Llc
  St. Louis, MO
• 1998-12-02 → 2004-03-24
  R.T. Jones Capital Equities, Inc.
  St Louis, MO

Other Businesses

HEIL PACKING CO, PRESIDENT, FOOD ITEMS DURING THE HOLIDAYS, 4 WEEKS A YEAR IN DECEMBER, 2 HOURS PER WEEK, NONE DURING NORMAL FIRM BUSINESS HOURS PRESIDENT, SUGAR CREEK INVESTMENT ADVISORY GROUP, INVESTMENT-RELATED, 100% OWNED LLC DBA - CP WEALTH MANAGEMENT - FINANCIAL SERVICES - ALL HOURS OF TRADING - INVESTMENTS AND SECURITIES OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-30
• S63 Uniform Securities Agent State Law Examination
  1986-02-17

Other Names

• Fritz Heil
• Charles William Heil