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Heide Wealth Management Group

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Contact

Heide Wealth Management Group

708-364-2025
heidegroup@rbc.com

David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David C. Heide, NMLS # 1595082, Mark Anderson, NMLS # 1680619, Daniel Jakuta, NMLS # 1680064, Jeff Neumann, NMLS # 659866, Vanessa Poppie, NMLS # 839212, and Trevor Heide, NMLS # 1810319 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Heide Wealth Management Group

Phone: 708-364-2025
Toll-Free: 1-888-792-2272

David C. Heide, CFP®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
708-364-2025

Mark Anderson, CFP®

Senior Vice President - Financial Advisor
708-364-2025

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
708-364-2025

Jeff Neumann

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
708-364-2025

Joseph Palumbo

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
708-364-2025

Vanessa Poppie

Associate Vice President - Financial Advisor
708-364-2025

Trevor Heide

Financial Advisor
708-364-2025

Caleb Hanie

Financial Advisor
708-364-4454

Adam Fein, AAMS®

Associate Vice President,
Senior Financial Associate
708-364-2025

Heather Ashmore

Senior Registered Client Associate
708-364-2025

Tina Wilson

Branch Service Manager/Senior Investment Assoc
708-364-2025

Ryan Gibbons

Registered Client Associate
708-364-6638

Address

Palos Heights
7420 W. College Drive, Suite 200
Palos Heights, IL 60463
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