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Heidi Marie Neuhart

Edward Jones

Warsaw, IN

CRD 6920384

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-26
IN RA APPROVED 2025-06-17
  • TX RA
    APPROVED
    Since 2025-06-26
  • IN RA
    APPROVED
    Since 2025-06-17

Branch Locations

1928 E Center St, Warsaw, IN 46580 • 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
OrganizationCityStateFromTo
Edward Jones Warsaw IN 05/2018 Present
Old National Bank Warsaw IN 07/2017 05/2018
Bethesda Christian School Brownsburg IN 08/2005 06/2017
  • 05/2018 → Present
    Warsaw, IN
  • 07/2017 → 05/2018
    Old National Bank
    Warsaw, IN
  • 08/2005 → 06/2017
    Bethesda Christian School
    Brownsburg, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16

View on SEC IAPD

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