# HEIDI MARIE GOERTZEN

HEIDI MARIE GOERTZEN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with BECKER CAPITAL MANAGEMENT, INC..

## Registration history (2)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BECKER CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/110489) | 2019-03-21 | present | Yes |
| [CONFLUENCE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/107810) | 2018-06-27 | 2019-02-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6467216)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6467216.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.