This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

DBA BIG MONEY RETIREMENT AND BIG RETIREMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 23, 2023

First registration

Aug 23, 2023

Dual registered

no

Other names

Teddy Louis Heiser|Edward Louis Heiser

IAPD individual key

7760303

• Occurred

  Apr 17, 2024
  Advisor changed firm

  Edward Louis Heiser left Mutual Of Omaha Investor Services, Inc. for Dba Big Money Retirement And Big Retirement (registered 2024-05-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d8e7e690-03f3-76b7-40f2-1a2cf04e9687

First observed

Aug 23, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.