Dave Heidel

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Consumer Services

Profile

David Richard Heidel worked as a Regional Investment Director at U.S.
Bank NA, an Investment Consultant at Everen Securities, Inc., a Financial Advisor at M&I Bank of Indianapolis, and a Vice President at J.P.
Morgan & Co., Inc. (Old).
He also worked as a Principal at Accredited Investors, Inc. Heidel received his undergraduate degree from the University of Wisconsin-Stevens Point in 1997.

Former positions of Dave Heidel

Companies	Position	End
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Corporate Officer/Principal	31/01/2010
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	31/12/2007
M&I Bank of Indianapolis M&I Bank of Indianapolis Regional BanksFinance State chartered commercial bank	Corporate Officer/Principal	31/12/2005
Everen Securities, Inc. Everen Securities, Inc. Investment ManagersFinance Provides investment advisory services	Consultant / Advisor	31/12/1998
U.S. Bank NA (Cincinnati Ohio Investment Management) U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles.	Portfolio Manager-Equities	-

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Linked companies

Private companies	6
Everen Securities, Inc. Everen Securities, Inc. Investment ManagersFinance Provides investment advisory services	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
M&I Bank of Indianapolis M&I Bank of Indianapolis Regional BanksFinance State chartered commercial bank	Finance
U.S. Bank NA (Cincinnati Ohio Investment Management) U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles.	Finance
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Finance
University of Wisconsin-Stevens Point University of Wisconsin-Stevens Point Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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