Kathleen Ann Heit
Investment adviser representative at Endeavor Private Wealth, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$595.3MFirm 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
15 years in the industry.
- Endeavor Private Wealth, Inc.Apr 2025 to now
- Bowersock CapitalSep 2021 to Apr 2025
- US BankNov 2016 to Aug 2021
- Clayton Wealth PartnersAug 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (KS).
Endeavor Private Wealth, Inc.
$595.3MAssets managed
535Clients
12Advisers
5 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
- 5292872
- Firm CRD
- 313053