Morgan Stanley
46yrs
Top advisor by experience in Evansville
New
Mitchell Heim
Financial advisor at Primerica Advisors
Mitchell Heim is a fiduciary financial advisor in Evansville, Indiana, registered since May 2026. Mitchell has been with Primerica Advisors since 2026. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 275 advisors with offices in Evansville, and one of 251 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office3101 N Green River Road Suite 330-A, Evansville, IN 47715
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowPFS Investments Inc.Current firm
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Primerica Advisors at 833-786-0550 and ask for Mitchell Heim. Mitchell works from the Evansville, IN office.
How long has Mitchell been a financial advisor?
Mitchell is new to the profession, registered since May 2026, and holds 2 licenses.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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