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Dalton Anthony Heim

Bankers Life Advisory Services, Inc.

Chicago, IL

Omaha, NE

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Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-12-02
NE RA APPROVED 2020-06-22
  • IA RA
    APPROVED
    Since 2024-12-02
  • NE RA
    APPROVED
    Since 2020-06-22

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

12020 Shamrock Plaza, Suite 115, Omaha, NE 68154 • 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
Sunvalley Lanes Lincoln NE 11/2013 01/2018
U.S. Bank Papillion NE 12/2016 10/2017
Great Western Bank Bellevue NE 10/2017 05/2018
Cls Investments, Llc Omaha NE 06/2018 08/2018
Retire Smart Llc Omaha NE 09/2018 03/2020
Ae Wealth Management, Llc Topeka KS 11/2018 04/2020
Bankers Life Advisory Services, Inc Omaha NE 06/2020 Present
Bankers Life & Casualty, Inc Omaha NE 06/2020 Present
  • 11/2013 → 01/2018
    Sunvalley Lanes
    Lincoln, NE
  • 12/2016 → 10/2017
    U.S. Bank
    Papillion, NE
  • 10/2017 → 05/2018
    Great Western Bank
    Bellevue, NE
  • 06/2018 → 08/2018
    Cls Investments, Llc
    Omaha, NE
  • 09/2018 → 03/2020
    Retire Smart Llc
    Omaha, NE
  • 11/2018 → 04/2020
    Ae Wealth Management, Llc
    Topeka, KS
  • 06/2020 → Present
    Bankers Life Advisory Services, Inc
    Omaha, NE
  • 06/2020 → Present
    Bankers Life & Casualty, Inc
    Omaha, NE
Previous Registrations
Other Businesses

Agent with BLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-24
  • S65 Uniform Investment Adviser Law Examination
    2018-10-24
Other Names
  • Dalton Heim

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

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CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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