# JENNA LEE HEIMBAUGH

JENNA LEE HEIMBAUGH is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2021-06-10 | present | Yes |
| [WALLER & WAX ADVISORS, INC.](https://search.stillhousedata.com/firm/131083) | 2011-06-16 | 2018-10-02 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2008-06-10 | 2009-06-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5279258)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5279258.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.