Advisor Directory

Caleb Hanie

Financial Advisor

Teresa Soppet, AWM

Senior Vice President - Branch Director

Senior Portfolio Manager - Portfolio Focus

Heide Wealth Management Group

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

Trevor Heide, AIF®, CFP®

Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

Vanessa Poppie

First Vice President - Financial Advisor

David Heide, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager - Portfolio Focus

Jeff Neumann

Senior Vice President - Financial Advisor

Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new

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