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Investment adviser representative · Kawg&F Financial Planning Group LLC

Amy S. Heim

CRD 8186223 · Timonium, MD

At a glance

Amy S. Heim is an investment adviser representative with Kawg&F Financial Planning Group LLC in Timonium, MD, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Personal Financial Specialist.

Current advisory firm

  • Kawg&F Financial Planning Group LLCSince January 2026Timonium, MD · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2026
Designations
Personal Financial Specialist
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Amy’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.