Heath David Slain

Current Employers

Employment History

• 04/2005 → 07/2017
  Ivanhoes Inc.
  Upland, IN
• 07/2017 → 11/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2018 → 03/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2018 → 03/2024
  Via Credit Union
  Marion, IN
• 04/2024 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Upland, IN
• 04/2024 → Present
  Bfc Planning, Inc.
  Upland, IN

Previous Registrations

• 2018-11-26 → 2024-03-28
  Cuso Financial Services, L.P.
  Marion, IN
  Marion, IN
  San Diego, CA
  Warsaw, IN
• 2017-10-09 → 2018-12-31
  Cetera Wealth Services, Llc
  Marion, IN

Other Businesses

1. Upland Liquor, LLC- N- Upland, IN- Beverage business- Co-owner- 01/2021- 20- 0- Order product, stocking, and scheduling. 2. Ivanhoe's- N- Upland, IN- Restaurant- Manager- 01/2023- 120- 30- Oversee food service, customer and labor relations. 3. Aurem Asset Management- Y- Upland, IN- DBA for securities business- Financial Professional- 04/2024- 30- 30- Provide financial and securities-related advice. 4. Aurem Asset Management- Y- Upland, IN- Fixed insurance- Insurance agent- 04/2024- 3- 3- Sales of insurance products. 5. Town of Upland, IN- N- Upland, IN- Town Council- Councilman- 09/2024- 10- 0- Vote on town matters such as street and utility issues.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-05