Heather Victoria Herring

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-02-28

Other Names

• Heather V Woody
• Heather V Wendt