Audrey Anderson Heitkamp
Investment adviser representative at Focus Financial
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 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 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
10 years in the industry.
- Osaic Wealth, Inc.Oct 2021 to now
- Focus Financial, Inc.Jul 2021 to now
- Royal Alliance Associates, Inc.Jul 2021 to Oct 2021
- UnemployedJun 2021 to Jul 2021
- Carval Investors, Inc.Aug 2020 to Jun 2021
- Ernst & YoungSep 2017 to Aug 2020
- UnemployedMay 2017 to Sep 2017
- StudentSep 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6214933
- Firm CRD
- 116140