Heidi
Strauss
Strauss Financial Group
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About this Advisor
Heidi Strauss is a financial advisor based in Birmingham, Alabama, working with Strauss Financial Group. Heidi has previously held positions at Strauss Financial Group and Strauss Wealth Advising, Inc. Heidi has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama. Currently, Heidi is part of Strauss Financial Group, which operates out of Birmingham, Alabama. The firm has 6 employees and manages assets totaling $190.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Strauss Financial Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strauss Financial Group Brokerage Details
$189,997,352
6
705
$269,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Heidi Strauss Work History
Strauss Wealth Advising, Inc
Strauss Financial Group
Strauss Financial Group
Disclosures
Please visit the SEC profile of Heidi Strauss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strauss Financial Group
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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