# STEPHEN DANIEL HEITZMANN

STEPHEN DANIEL HEITZMANN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with BAUER WEALTH MANAGEMENT INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ADVENIRE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/301177) | 2021-04-13 | 2022-05-20 | — |
| [ALTRUISTIC INVESTING](https://search.stillhousedata.com/firm/289016) | 2017-09-29 | 2020-03-10 | — |
| [BAUER WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/152977) | 2017-09-20 | present | Yes |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2014-07-22 | 2017-08-31 | — |
| [T. ROWE PRICE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/108958) | 2012-01-06 | 2014-05-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5900481)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5900481.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.