Heidi Margaret Pederson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2012 → Present
  Heidi Pederson Coaching
  Victoria, MN
• 04/2013 → 06/2019
  Old National Bank (Formerly: Anchor Bank, N.A.)
  Eden Prairie, MN
• 07/2013 → 06/2019
  Lpl Financial Llc
  Eden Prairie, MN
• 07/2019 → 03/2025
  Via Forte
  Bloomington, MN
• 07/2019 → 02/2025
  M Holdings Securities, Inc.
  Portland, OR
• 08/2023 → 10/2023
  The Wine Shop
  Minnetonka, MN
• 02/2025 → 08/2025
  Valmark Securities, Inc.
  Akron, OH
• 08/2025 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Previous Registrations

• 2019-08-06 → 2025-02-24
  M Holdings Securities, Inc.
  Bloomington, MN
  Portland, OR
• 2013-08-20 → 2019-07-29
  Lpl Financial Llc
  Eden Prairie, MN
  Wayzata, MN
  San Diego, CA
  Plymouth, MN
  Wayzata, MN
  Saint Paul, MN
• 2011-03-31 → 2012-05-01
  M Holdings Securities, Inc.
  Minnetonka, MN
  Victoria, MN
  Portland, OR

Other Businesses

Name of Activity: Heidi Pederson Coaching; Date Activity Started/Modified/Ended:2012-05-01; Address: 7194 Frontier Trail, Chanhassen, MN 55317; Type of Activity: Other; Describe if any other Activity: Personal life coaching; Role/Relationship: Owner/ Proprietor; Describe if any other Roles/Responsibility:;Responsibilities: Personal life coaching; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:No;-- END ---

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-19
• S63 Uniform Securities Agent State Law Examination
  1999-03-29

Other Names

• Heidi Marie Pederson
• Heidi Pederson Donahe
• Heidi Margaret Pederson
• Heidi Pederson