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Why I Became a Financial Advisor

Why I Became a Financial Advisor

April 15, 2022

Some things in life captivate us from a young age and never stop fascinating us. For me, it’s investing. I’ve always been interested in the world of finance and fascinated by the investment strategies that help people turn their goals into reality. 

My passion for finance and investing was inspired by my parents: my mother worked in a bank and my dad invested in stocks. Together, they taught me the importance of saving and making smart financial decisions. When I graduated from high school, they bought me my very first stock, Casey’s General Stores, a Midwest chain of convenience stores that was fun to own and only fueled my desire to invest professionally. 

Very rarely do people’s passions line up with their careers, but I am lucky enough to do what I love every day.

Building My Career

I started my career in 1992 after graduating from Buena Vista University with a degree in finance. First working in private equity with a specialty in commercial real estate development, I was given the opportunity to take a corporate role with a larger company in Sioux Falls. The owner of the real estate company had always been impressed with my hard work, saying he saw potential and that I should take a leap of faith. I enjoyed working in commercial real estate, but I knew there was more I wanted to do with my career. I chose not to take the safe route in Sioux Falls, and instead I started my own firm from scratch to become an investment advisor.

Branching Out

In 1999, I started Heimensen Wealth Advisors and never looked back. I hold Securities Registrations 7, 63, and 66 and earned the Accredited Investment Fiduciary®, AIF® designation.

After being in the industry for a decade, I took another leap of faith. After speaking at a conference, several advisors told me I should write a book. At first I laughed it off, but the thought stuck with me. Then when my father had a stroke and I spent 90 days driving to and from the hospital to check in on him, those comments kept popping into my head. I decided it was time to write the book. In 2016, I published Stop Doing Dumb Things With Your Money and felt a huge sense of accomplishment for stepping out of my comfort zone.

My goal is to continually grow and push myself to be at the forefront of finance. This desire pushed me to write a book, and now it has inspired me to start a podcast: WIN: What’s Important Now. I truly believe that future success in life means that you have to conquer today, so the podcast focuses on planning strategies you can utilize now to help you build a financial path for tomorrow. The first episode will be released May 3rd, and I’m blessed to be able to share this next journey with my clients.

Why I Love What I Do

I love what I do because finance doesn’t feel like work. Seeing clients succeed on their life journey and able to enjoy the things that matter most to them is what I’ve always wanted to do. 

I know I provide value to my clients, educating them on financial strategies they otherwise wouldn’t have known about, and making their lives better. I’m inspired each and every day to build this firm and improve the lives of my clients, my staff, and their families.

Are You Ready for a Different Financial Future?

I’d love to meet you, get to know you, and hear about your goals, your worries, and the opportunities and challenges you face in your financial life. If you’re ready to see what financial planning can do for you and your family, reach out to me at 712-472-3867 or email Be sure to check out my book, Stop Doing Dumb Things With Your Money, and tune into my new Podcast, WIN—What’s Important Now.

About Corey

Corey Heimensen is owner and Accredited Investment Fiduciary® at Heimensen Wealth Advisors, a full-service financial planning and investment management firm serving pre-retirees, independent contractors, small business owners, and young families. With 30 years of experience, Corey believes that future success in life means that you have to conquer today, and he equips his clients to do just that through education, guidance, and customized strategies. Corey’s goal is to do his part to make his clients’ lives better, taking some of the financial burden off their shoulders so they can focus on what matters most to them. 

Corey is the author of Stop Doing Dumb Things With Your Money, and host of his new podcast, WIN—What’s Important Now, where he discusses planning strategies you can utilize now to help you build a financial path for tomorrow. Corey earned a degree in finance from Buena Vista University and resides in Rock Rapids, Iowa, with his wife and three children. When he’s not building his firm and working with clients, you can find Corey boating, reading, and attending sporting events. He loves anything related to basketball! To learn more about Corey, connect with him on LinkedIn and subscribe to his podcast.