Steven
Heideman

Royal Alliance Associates, Inc

CRD#1097258
Investment Advisor
in West Des Moines, IA
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About this Advisor

Steven Heideman is a financial advisor located in West Des Moines, Iowa. Currently a registered financial advisor at Royal Alliance Associates, Inc, Heideman has a notable 39 years of professional experience in the financial advisory industry. Heideman holds a Series 63 license, designating the advisor as a securities agent. Heideman can operate based out of Iowa. Their career trajectory has included roles at Royal Alliance Associates, Inc, Transamerica Financial Advisors, Inc, Independent Insurance Agent and Signator Investors, Inc. Royal Alliance Associates, Inc is based out of West Des Moines, Iowa, and has 459 offices in the United States. As a company, Royal Alliance Associates, Inc manages $8 billion in assets dispersed across 30,657 client accounts and retains more than 1,933 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Royal Alliance Associates, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

39 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1501 42Nd Street Suite 375
West Des Moines, IA 50266

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

IA Average: $10,121,009,343
Total Number of Employees

2,951

IA Average: 92
Total Number of Accounts

62,916

IA Average: 6,978
Average Account Size

$200,603

IA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steven Heideman Work History

Steven has 39 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2016 - Present (3 years)

Signator Investors, Inc

1979 - Present (40 years)

Independent Insurance Agent

1998 - 2016 (18 years)

Transamerica Financial Advisors, Inc

Disclosures

Steven Heideman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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