Jon Heim, CFP<sup>®</sup>, RICP<sup>®</sup>, ChFC<sup>®</sup>

Jon Heim, CFP®, RICP®, ChFC®

Financial Advisor

Office: 515.246.7178

Website: Visit my web site!


Book directly on my calendar here

For nearly 19 years, I’ve been connecting with clients and providing customized financial plans to meet the unique needs of business owners, families and medical professionals.

I enjoy building relationships with people in all stages of life. My wife, Michelle, is a physician and I understand the unique financial challenges physicians and residents face. I regularly conduct educational seminars in the Des Moines area for multiple residency programs, including Des Moines University and Broadlawns Hospital.

My small-town roots run deep. Michelle and I live in Carroll, Iowa with our children, Claire and Harrison, and our boxer, Charlie. In my free-time, I enjoy coaching my both my kids in a variety of sports, being outdoors and playing golf.

In 2014, I received the 4 Under 40 Award recognized by NAIFA. It is awarded to financial professionals under 40 who excel in their field while also giving back to the industry and their community. In recent years, I’ve been named to the Century Club and have been Advisor of the Year.

I hold FINRA Series 6, 7, 63, and 65 registrations, as well as the CERTIFIED FINANCIAL PLANNERTM mark and Retirement Income ProfessionalTM (RICP®) designation from the American College. I also am a Chartered Financial Consultant® (ChFC®).

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck