Edward Louis Heiser

Employer firm

Dba Big Money Retirement And Big Retirement CRD 318698

$147M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2023 → 05/2024
  Mutual Of Omaha Investor Services
  Columbia, SC
• 10/2022 → 05/2024
  Mutual Of Omaha Insurance Company
  Columbia, SC
• 07/2018 → 09/2022
  Gbs Building Supply
  Greenville, SC
• 05/2017 → 07/2018
  Spartanburg Methodist College
  Spartanburg, SC
• 05/2017 → 07/2018
  Tiger Moving
  Mauldin, SC
• 08/2014 → 05/2017
  Erskine College
  Due West, SC
• 05/2024 → Present
  Burgess Investment Group, Llc
  Greenville, SC

Previous Registrations

• 2023-08-23 → 2024-04-17
  Mutual Of Omaha Investor Services, Inc.
  Columbia, SC
  Simpsonville, SC
  Coral Gables, FL

Other Businesses

Licensed insurance agent; Not investment-related; Recommends insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-23

Other Names

• Teddy Louis Heiser
• Edward Louis Heiser