Heidi
Westfall

Waddell & Reed

CRD#6600954
Investment Advisor
in Midvale, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Heidi Westfall is a financial advisor who works in Midvale, Utah. Currently a registered financial advisor with Waddell & Reed, Westfall has 10 years of work experience. Westfall has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Westfall is able to operate based out of California, Colorado, Florida, Georgia, Idaho, Nevada, Pennsylvania, Texas, Utah, Virginia, Washington and Wyoming. During their career, Westfall has held roles at Insight Solutions, Nw Kitchens Centre, Coast Mountain Gmc, West & Read Consulting LLC, Waddell & Reed Inc, My Big Girl Pants LLC, Various Insurance Carriers For W & R Insurance Agencies, David Reichert, Abundant Business Bni Chapter-Non Profit and Joel Cromar. Waddell & Reed is headquartered in Midvale, Utah, and has 357 other locations in the country. In aggregate, Waddell & Reed oversees $27 billion in assets covering 180,314 accounts and retains more than 1,700 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 15,672 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Waddell & Reed 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 and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Fixed Fees

Disclosures

No

Office Location

7678 S San Savino Way
Midvale, UT 84047

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

UT Average: $2,243,162,756
Total Number of Employees

1,700

UT Average: 44
Total Number of Accounts

180,314

UT Average: 4,091
Average Account Size

$149,446

UT Average: $548,316

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Heidi Westfall Work History

Heidi has 10 years of experience.

2019 - Present (3 years)

Joel Cromar

2018 - Present (4 years)

David Reichert

2016 - Present (6 years)

Waddell & Reed Inc

2016 - Present (6 years)

My Big Girl Pants LLC

2016 - Present (6 years)

Various Insurance Carriers For W & R Insurance Agencies

2017 - 2019 (2 years)

Abundant Business Bni Chapter-Non Profit

2015 - 2019 (4 years)

West & Read Consulting LLC

2014 - 2014 (< 1 year)

Coast Mountain Gmc

2010 - 2014 (4 years)

Insight Solutions

2010 - 2014 (4 years)

Nw Kitchens Centre

Disclosures

Heidi Westfall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Samuel Valerio
Houston, TX
Denise Filardo
Hamden, CT
Jason Wetmore
Mission, KS
Thomas Kanyok
Mission, KS
Christopher Dulovich
Pittsburgh, PA
Alisonn Best
Edmond, OK
Brittany Munn
Hartsville, SC
Travis Gravlin
Saint Louis, MO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started