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Kimber Wendel Heaton

President, Chief Compliance OfficerHeaton Financial, PCCRD 2352325

About Kimber Wendel Heaton

Kimber Wendel Heaton is listed as President, Chief Compliance Officer at Heaton Financial, PC in Cedar City, UT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Heaton Financial, PC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimber Wendel Heaton work?

Kimber Wendel Heaton is listed as President, Chief Compliance Officer at Heaton Financial, PC on SEC Form ADV.

How much of Heaton Financial, PC does Kimber Wendel Heaton own?

Form ADV reports a beneficial ownership band of Over 75%.

Heaton Financial, PC

TitlePresident, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2005
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