Donald Robert Heilbuth

Current Employers

Employment History

• 02/2006 → 06/2024
  Securities America, Inc.
  Sioux City, IA
• 02/2006 → 06/2024
  Securities America Advisor, Inc
  Sioux City, IA
• 02/1986 → Present
  Efs Group Llc
  Sioux City, IA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sioux City, IA

Previous Registrations

• 2006-02-14 → 2024-06-14
  Securities America Advisors, Inc.
  Sioux City, IA
  Sioux City, IA
• 2000-01-07 → 2006-02-02
  1717 Capital Management Company
  Sioux City, IA

Other Businesses

1. EFS GROUP EDUCATION TEACH EMERALD SEMINAR 1% TIME SPENT 2. EFS GROUP -FIXED ANNUITY GENERAL AGENT OWNER 5% TIME SPENT 3. EFS GROUP LLC POSITION: adviser NATURE: EFS GROUP LLC INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/1986 ADDRESS: 5764 Sunnybrook Dr., Sioux City IA 51108 DESCRIPTION: financial adviser 4. EFS GROUP WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: Advising clients on various financial planning and retirement planning and the money managers to utilize to support those plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/10/2016 ADDRESS: 5764 Sunnybrook Drive, Sioux City IA 51106 DESCRIPTION: I will be advising on Social Security strategies, review portfolio analyses, developing income for life plans, various insurance solutions, money manager solutions, product recommendations and other advise related to my clients. 5. WEALTHPLAN - EMPLOYEE POSITION: WEALTH MANAGER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/20/2024 ADDRESS: 101 S 108TH AVE, OMAHA NE 68154, United States DESCRIPTION: ADVISING CLIENTS, MAKING RECOMMENDATIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-28
• S63 Uniform Securities Agent State Law Examination
  1986-01-28

Other Names

• Don Heilbuth
• Donny Heilbuth