Heather Victoria Herring

Current Employers

Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2021-06-07
MO	RA	APPROVED	2021-06-04

KS RA
APPROVED

Since 2021-06-07
MO RA
APPROVED

Since 2021-06-04

Branch Locations

6300 N Revere Dr #225, Kansas City, MO 64151 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ae Wealth Management, Llc	Topeka	KS	03/2018	06/2020
It'S Your Money	Saint Joseph	MO	01/2013	06/2020
Gradient Advisors Llc	Arden Hills	MN	06/2021	Present
One Oak Private Wealth And Asset Management	Greenwood Village	CO	06/2020	03/2021

03/2018 → 06/2020

Ae Wealth Management, Llc

Topeka, KS
01/2013 → 06/2020

It'S Your Money

Saint Joseph, MO
06/2021 → Present

Gradient Advisors Llc

Arden Hills, MN
06/2020 → 03/2021

One Oak Private Wealth And Asset Management

Greenwood Village, CO

Previous Registrations

2020-06-26 → 2021-07-06

One Oak Private Wealth And Asset Management

St Joseph, MO
2018-03-09 → 2020-06-23

Ae Wealth Management, Llc

Saint Joseph, MO

Other Businesses

Financial Longevity Advisory LLC; Investment Related: 6300 N Revere Dr #225, Kansas City, MO 64151; Financial and Retirement Planning; Investment Advisor Representative; Start date 6/2021

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-02-28

S65 Uniform Investment Adviser Law Examination

2018-02-28

Other Names

Heather V Woody
Heather V Wendt

View on SEC IAPD

Current Employers

Gradient Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews