Heim, Young & Associates, Inc.
Firm details
- Headquarters
- Springfield, Missouri
- CRD number
- 38993
- Registered since
- December 21, 1995
- Website
- mabrokeragesolutions.com
Firm profile
FINTRXOverview
Heim, Young & Associates, Inc. is organized as a corporation and has been SEC-registered since 1995. The firm's ownership is listed as a mix of a domestic entity and an individual, and it appears in the dataset without a more specific advisory classification. FINTRX notes several negative flags: the firm is not identified as a capital allocator, does not report active ESG investing, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. Public disclosures in the source material are limited; the record does not provide a narrative of the firm's service model, target clients, or specific advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Trinity Lee
Chief Compliance Officer/PrincipalCRD 5472899

Christine Cataldo
Chief Technology OfficerCRD 3042889
Contacts
3 of 21
Brittany Dorian
Registered RepresentativeCRD 6351247

Bryan Pirosko
Registered RepresentativeCRD 4677482

John Bilberry
Sr. Wealth AdvisorCRD 5202276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, MO
Greene
Location
Springfield, MO
Headquartered in Springfield, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Greene
- Address
- 1256 E Kingsley St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Forvis Mazars Capital Advisors, LLC
Broker-DealerSpringfield, MO
Stifel, Nicolaus & Company, Incorporated
Broker-DealerSaint Louis, MO
Huntleigh Securities Corporation
Broker-DealerSaint Louis, MO
Wells Fargo Advisors Financial Network, LLC
Broker-DealerSaint Louis, MO
First Bankers' Banc Securities, Inc
Broker-DealerSaint Louis, MO
Larson Financial Securities, LLC
Broker-DealerSaint Louis, MO