Evan Michael Heim
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Wolf Financial Services LLCAug 2024 to now
- United States Football League (usfl)Feb 2022 to Apr 2024
- Detroit LionsApr 2021 to Sep 2021
- Tonz Construction LLCFeb 2021 to Aug 2024
- AmazonFeb 2020 to Apr 2021
- Northwestern MutualMay 2019 to Jan 2020
- Wolf Financial ServicesMay 2018 to Jan 2019
- Minnesota State MankatoAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6941350
- Firm CRD
- 23131