The Heitkamp Group

Focus Areas

About the Financial Advisory Team

Our practice follows these two mottos:

1. What would we do if we were you, knowing everything we know?
2. We help families.

We specialize in comprehensive, personalized financial planning to position our clients for peace of mind in the short-, medium-, and long-term. We also manage wealth for our clients interested in leaving a legacy.

David is an Executive Officer, Board Member and Investment Committee Chairman of Focus Financial.

Education and Designations

 

Personal Life

OneView Login (Provided by Osaic): https://oneview.v2020-sai.com/

eMoney: https://wealth.emaplan.com/ema/

Schwab Alliance: https://client.schwab.com/