Heather
Atkins
Johnson Brunetti
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About this Advisor
Heather Atkins is a financial advisor who works out of Wethersfield, Connecticut with a total of 4 years of relevant experience. Atkins is currently employed by Johnson Brunetti. Over the course of their career, they have held roles at Libertas Wealth Management Group, Ohio State University Dining Services, Columbus Zoo & Aquarium, Universal Gymnastics, Inc, Jb Capital, LLC and Jn Financial. Atkins has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Connecticut and Massachusetts. Johnson Brunetti is an advisory business headquartered in Wethersfield, CT. The investment advisory business has offices in nine locations and a total of 42 financial advisors. It controls $1 billion in assets across its 10,407 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 10,407 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Johnson Brunetti provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually are based on which services are provided. However, fee types billed by Johnson Brunetti most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Brunetti Brokerage Details
$1,183,289,377
42
10,407
$113,701
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Heather Atkins Work History
Heather has been registered as a financial advisor for 4 years.*
Jb Capital, LLC
Jn Financial
Libertas Wealth Management Group
Ohio State University Dining Services
Columbus Zoo & Aquarium
Universal Gymnastics, 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 Heather Atkins 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 Johnson Brunetti
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
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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