Connie Lynn Heier
Investment adviser representative at Focus Financial
28 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$6.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Focus FinancialOct 2016 to now
- Moser & Heier Financial SolutionsSep 2008 to now
- Moser & Heier Cpa Inc.Nov 2005 to now
- Osaic Wealth, Inc.Oct 1998 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (IL, LA, TX).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4428370
- Firm CRD
- 116140