Investment adviser representative · Mestmaker & Petrey Wealth Advisors
Heidi D. Canet
CRD 6541841 · Bakersfield, CA
At a glance
Heidi D. Canet is an investment adviser representative with Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Heidi’s SEC record dates to 2015, about 10 years ago.
Current advisory firm
- Mestmaker & Petrey Wealth AdvisorsSince January 2016Bakersfield, CA · $141M in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Heidi’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
- 1 firmLocked
- 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
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.
More at Mestmaker & Petrey Wealth Advisors
- Jeffrey K. MestmakerBakersfield
- Daniel P. PetreyBakersfield
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