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HEIDI NOEL STROM
CRD#: 6253897
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 VASHON, WA
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2020 - 2022 (1 year)2 FIRMS2022 - 2024 (1 year)2 FIRMS2024 - Present (1 year)BKMS FINANCIAL SERVICES, INC. (CRD# 3866)2013 - 2020 (7 years)IAKMS FINANCIAL SERVICES, INC (CRD# 3866)2014 - 2020 (6 years)
License(s)

State Registrations

B
Arizona 1/19/2024

B
New York 1/19/2024

B
California 1/19/2024

B
Oregon 1/19/2024

B
Colorado 1/19/2024

B
Pennsylvania 4/15/2024

B
Georgia 1/19/2024

B
Texas 1/19/2024

B
Idaho 1/19/2024

B
Washington 1/19/2024

B
Kentucky 1/19/2024

IA
Washington 1/19/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
VASHON, WA
Registered with this firm since 1/19/2024

B
OSAIC WEALTH, INC. (CRD#:23131)
VASHON, WA
Registered with this firm since 1/19/2024

Previous Registration(s)
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IA
05/02/2022 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) VASHON, WA
B
05/02/2022 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) VASHON, WA
IA
11/06/2020 - 05/02/2022 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) VASHON ISLAND, WA
B
11/06/2020 - 05/02/2022 SECURITIES AMERICA, INC. (CRD#:10205) VASHON ISLAND, WA
IA
01/23/2014 - 11/06/2020 KMS FINANCIAL SERVICES, INC (CRD#:3866) Kent, WA
B
10/23/2013 - 11/06/2020 KMS FINANCIAL SERVICES, INC. (CRD#:3866) Kent, WA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.