Mark Daniel Vance
Investment adviser representative at Midwest Heritage Financial Advisors
16 yearsExperience
1 stateRegistered in
$398.7MFirm assets
6 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Midwest Heritage Financial AdvisorsMar 2024 to now
- Midwest Heritage Financial ServicesMar 2024 to now
- Securities America, Inc.Mar 2024 to Jun 2024
- LPL Financial LLCMar 2023 to Mar 2024
- UnemployedSep 2022 to Mar 2023
- Ally Invest AdvisorsAug 2021 to Sep 2022
- Ally Invest Securities LLCMay 2021 to Aug 2021
- First National Bank of OmahaMar 2010 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (IA).
Midwest Heritage Financial Advisors
Legal name: Midwest Heritage Bank, Fsb
$398.7MAssets managed
334Clients
4Advisers
6 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
- 4516230
- Firm CRD
- 306308