Chad
Heidzig
Axos Invest, Inc
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About this Advisor
Chad Heidzig is a financial advisor operating out of Las Vegas, Nevada with a total of 3 years of industry experience. Heidzig works at Axos Invest, Inc. During their career, Heidzig has held roles at Mutual Of Omaha Investor Services, Inc and Axos Clearing. Heidzig maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to serve investors in Nebraska and Nevada. Axos Invest, Inc is a financial advisory business that has its headquarters in Las Vegas, NV. The investment advisory business has a total of 11 financial advisors. It manages $155 million in total assets between its 22,991 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on the financial services offered. However, fee types billed by Axos Invest, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axos Invest, Inc Brokerage Details
$154,517,399
11
22,991
$6,721
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Chad Heidzig Work History
Chad has been registered as a financial advisor for 3 years.*
Axos Clearing
Mutual Of Omaha Investor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Heidzig 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 Axos Invest, Inc
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
San Diego, CA
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. 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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