Daniel Joseph Heidelberger
Investment adviser representative at Sovran Advisors, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- MML Investors Services, LLCMar 2017 to Feb 2024
- Massmutual Life Insurance CoJan 2017 to Feb 2024
- Msi Financial ServicesJan 2017 to Mar 2017
- Thrivent Financial for LutheransJun 2007 to Dec 2016
- Thrivent Investment Management IncDec 2006 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 5164333
- Firm CRD
- 329415