Providing security and wealth-building advice since 1999, Corey Heimensen values a common-sense approach to financial guidance. With roots in the field of commercial real estate development, he is currently owner of Olson Heimensen Financial Services, Inc., holding Securities Registrations 6, 7, and 63, as well as being an Investment Advisor Representative of SII Investments, Inc. His firm also works with various CPAs and attorneys on tax minimization strategies, as well as wealth transfers. In his leisure time, he enjoys golfing and attending sporting events, as well as volunteering his time to further local youth sports leagues. Corey resides in Rock Rapids, Iowa with his wife and three children.
"Corey's book manages to make extremely complicated and stressful situations understandable. As a person who has trained hundreds of advisors, I am pleasantly surprised. Must be good small town common sense!" -Jerry Bernard. Founder and President, Uncommon Wisdom "Corey's common sense approach is something that everyone can use to make better decisions and build a more secure future. He combines years of experience with a straight-forward approach to make an intimidating topic easy to understand and easy to act on." -David Sebby, Accounting Division Manager, Jacksonville, FL
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