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Heim Young & Associates

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uuid002hhqq

Namestring
Heim Young & Associates
Legal namestring
Heim, Young & Associates, Inc.
Websiteurl
heimyoung.com
Company typeenum
Private
Founded yearint
1990
Descriptiontext

Heim, Young & Associates, Inc., operating as MA Brokerage Solutions, is an SEC-registered broker-dealer and FINRA/SIPC member firm headquartered in Springfield, Missouri. The firm offers a suite of brokerage investment products spanning tax-qualified retirement accounts (Roth IRA, Traditional IRA, 401(k) rollovers), 529 education savings accounts, nonqualified brokerage accounts (individual, joint, trust, and minor), and insurance products (annuities and life insurance). It serves individual investors and families primarily in the U.S. retail and HNW segments, with a horizontal segmentation approach across retirement, education, brokerage, and insurance use cases. No proprietary technology platform is described; the firm uses a third-party client portal (mystreetscape.com) and relies on Mercer Global Advisors' CIO and Investment Committee for market commentary content.

The firm generates revenue through transaction-fee-based brokerage commissions and product fees on securities, annuities, and life insurance sold to clients. Distribution is direct and sales-led: clients are served by a hand-picked financial professional within a dedicated team, with supplemental client acquisition through Mercer Advisors affiliate referrals and FINRA BrokerCheck. Pricing is not publicly disclosed and is tailored to individual client needs. Operating under a regulatory best-interest standard, the firm holds no disclosed AI capabilities, patents, or proprietary technology assets.

As of 2025, Heim, Young & Associates, Inc. became a wholly owned subsidiary of Mercer Advisors, Inc. and rebranded to MA Brokerage Solutions, integrating the brokerage operations into the broader Mercer Global Advisors wealth management ecosystem. The firm operates with a small team (11–50 employees) from a single disclosed office location.

Short descriptiontext

Heim Young & Associates (now MA Brokerage Solutions) is an SEC-registered broker-dealer in Springfield, MO offering retirement accounts, 529 plans, brokerage accounts, and insurance products to individual and family investors. It operates as a wholly owned subsidiary of Mercer Advisors, distributing through direct financial-professional sales.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSpringfield, United States
HQ citystring
Springfield
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
brokerage services, retirement planning, wealth management, investment advisory, financial planning
Industry2 codes
1Full-Service Retail Brokerage & Wealth Platforms
CodeFSAAAAAAPrimaryYes
2Private Client Custody & Brokerage (Execution, Reporting, Safekeeping)
CodeFSAAABANPrimaryNo
NAICS code1 code
  • Securities and Commodity Contracts Intermediation and Brokerage5231
SIC code1 code
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Brokerage Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Brokerage Services
TypeTransaction Fee
Description

The firm generates revenue through brokerage services, providing securities and investment products to clients. As a broker-dealer registered with SEC and member of FINRA, the firm likely earns commissions or fees on securities transactions and investment products such as annuities and life insurance offered to clients.

mabrokeragesolutions.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Heim Young & Associates, operating as MA Brokerage Solutions, is a registered broker-dealer that provides securities and brokerage investment products to individual clients. Its core offerings include retirement accounts (Roth IRA, Traditional IRA, Rollover 401(k) & Transfer IRA), 529 education savings accounts, nonqualified brokerage accounts (Individual, Joint, Trust, and Minor), and insurance products (annuities and life insurance), delivered through dedicated financial professionals affiliated with Mercer Advisors.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

MA Brokerage Solutions is a financial services firm offering a unified suite of brokerage and investment products. The core offerings include Retirement Accounts (Roth IRA, Traditional IRA, Rollover 401(k) & Transfer IRA), Education Savings (529 Accounts), Brokerage Accounts (Individual, Joint Owner, Trust, and Minor Accounts), and Insurance Products (Annuities and Life Insurance). As an affiliate of Mercer Global Advisors, the firm provides customized portfolio management tailored to individual client needs under a best-interest standard, regulated by SEC and FINRA.

Product and service1 record
1Retirement Accounts
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership3 partners
1Mercer Advisors Inc.
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Heim, Young & Associates Inc. is a wholly owned subsidiary of Mercer Advisors Inc. MA Brokerage Solutions operates as a trusted affiliate of Mercer Global Advisors, providing brokerage investment products within the broader Mercer wealth management ecosystem. The relationship enables integrated solutions and unified approach to client financial goals.

2Mercer Global Advisors
Strategic tierCoreTypeGTM or Marketing Partner
Description

Market Commentary is provided by Mercer Global Advisors Chief Investment Officer and Investment Committee. This affiliate provides thought leadership content that supports client acquisition and engagement for the brokerage solutions team.

3Securities Investor Protection Corporation (SIPC)
Strategic tierCoreTypeOthers
Description

Heim, Young & Associates Inc. is a member of SIPC, which provides protection for customers in the event of broker-dealer failure. SIPC protects securities customers of its members up to $500,000 including $100,000 for claims for cash.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Heim Young & Associates

Brokerage Servicesheimyoung.com

Heim Young & Associates (now MA Brokerage Solutions) is an SEC-registered broker-dealer in Springfield, MO offering retirement accounts, 529 plans, brokerage accounts, and insurance products to individual and family investors. It operates as a wholly owned subsidiary of Mercer Advisors, distributing through direct financial-professional sales.

What Heim Young & Associates does

Heim, Young & Associates, Inc., operating as MA Brokerage Solutions, is an SEC-registered broker-dealer and FINRA/SIPC member firm headquartered in Springfield, Missouri. The firm offers a suite of brokerage investment products spanning tax-qualified retirement accounts (Roth IRA, Traditional IRA, 401(k) rollovers), 529 education savings accounts, nonqualified brokerage accounts (individual, joint, trust, and minor), and insurance products (annuities and life insurance). It serves individual investors and families primarily in the U.S. retail and HNW segments, with a horizontal segmentation approach across retirement, education, brokerage, and insurance use cases. No proprietary technology platform is described; the firm uses a third-party client portal (mystreetscape.com) and relies on Mercer Global Advisors' CIO and Investment Committee for market commentary content.

The firm generates revenue through transaction-fee-based brokerage commissions and product fees on securities, annuities, and life insurance sold to clients. Distribution is direct and sales-led: clients are served by a hand-picked financial professional within a dedicated team, with supplemental client acquisition through Mercer Advisors affiliate referrals and FINRA BrokerCheck. Pricing is not publicly disclosed and is tailored to individual client needs. Operating under a regulatory best-interest standard, the firm holds no disclosed AI capabilities, patents, or proprietary technology assets.

As of 2025, Heim, Young & Associates, Inc. became a wholly owned subsidiary of Mercer Advisors, Inc. and rebranded to MA Brokerage Solutions, integrating the brokerage operations into the broader Mercer Global Advisors wealth management ecosystem. The firm operates with a small team (11–50 employees) from a single disclosed office location.

Heim Young & Associates firmographics

Firmographics
Name
Heim Young & Associates
Legal name
Heim, Young & Associates, Inc.
Website
https://heimyoung.com
Company type
Private
Founded year
1990
Operating status
Operating
Headcount range
11–50 employees
Short description
Heim Young & Associates (now MA Brokerage Solutions) is an SEC-registered broker-dealer in Springfield, MO offering retirement accounts, 529 plans, brokerage accounts, and insurance products to individual and family investors. It operates as a wholly owned subsidiary of Mercer Advisors, distributing through direct financial-professional sales.
Ownership category
akta.pro rank

Heim Young & Associates industry classification

Industry
Product category
Brokerage Services
NAICS
Securities and Commodity Contracts Intermediation and Brokerage (5231)
SIC
Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry
Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
akta.pro secondary industry
Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

Keywords

  • Brokerage services
  • Retirement planning
  • Wealth management
  • Investment advisory
  • Financial planning

Where Heim Young & Associates is headquartered

Location

Headquarters

HQ city
Springfield
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Heim Young & Associates business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Brokerage Services: The firm generates revenue through brokerage services, providing securities and investment products to clients. As a broker-dealer registered with SEC and member of FINRA, the firm likely earns commissions or fees on securities transactions and investment products such as annuities and life insurance offered to clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Heim Young & Associates product offering

Product offering

Core offering

Heim Young & Associates, operating as MA Brokerage Solutions, is a registered broker-dealer that provides securities and brokerage investment products to individual clients. Its core offerings include retirement accounts (Roth IRA, Traditional IRA, Rollover 401(k) & Transfer IRA), 529 education savings accounts, nonqualified brokerage accounts (Individual, Joint, Trust, and Minor), and insurance products (annuities and life insurance), delivered through dedicated financial professionals affiliated with Mercer Advisors.

Product overview

MA Brokerage Solutions is a financial services firm offering a unified suite of brokerage and investment products. The core offerings include Retirement Accounts (Roth IRA, Traditional IRA, Rollover 401(k) & Transfer IRA), Education Savings (529 Accounts), Brokerage Accounts (Individual, Joint Owner, Trust, and Minor Accounts), and Insurance Products (Annuities and Life Insurance). As an affiliate of Mercer Global Advisors, the firm provides customized portfolio management tailored to individual client needs under a best-interest standard, regulated by SEC and FINRA.

Differentiator

Problem solved

Functional benefit

Products and services

  • Retirement Accounts

Companies that use Heim Young & Associates

Customer profile

Segments4 records

Ideal customer profiles4 records

Heim Young & Associates technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Heim Young & Associates partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

  • Mercer Advisors Inc.coreStrategic or Co-development PartnerHeim, Young & Associates Inc. is a wholly owned subsidiary of Mercer Advisors Inc. MA Brokerage Solutions operates as a trusted affiliate of Mercer Global Advisors, providing brokerage investment products within the broader Mercer wealth management ecosystem. The relationship enables integrated solutions and unified approach to client financial goals.
  • Mercer Global AdvisorscoreGTM or Marketing PartnerMarket Commentary is provided by Mercer Global Advisors Chief Investment Officer and Investment Committee. This affiliate provides thought leadership content that supports client acquisition and engagement for the brokerage solutions team.
  • Securities Investor Protection Corporation (SIPC)coreOthersHeim, Young & Associates Inc. is a member of SIPC, which provides protection for customers in the event of broker-dealer failure. SIPC protects securities customers of its members up to $500,000 including $100,000 for claims for cash.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Heim Young & Associates competitors and assessment

Company assessment

Market position

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Heim Young & Associates social profiles

Digital presence

Heim Young & Associates financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Heim Young & Associates leadership team

Management profile

Number of profiles

Heim Young & Associates funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Heim Young & Associates M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heim Young & Associates

What does Heim Young & Associates do?

Heim Young & Associates, operating as MA Brokerage Solutions, is a registered broker-dealer that provides securities and brokerage investment products to individual clients. Its core offerings include retirement accounts (Roth IRA, Traditional IRA, Rollover 401(k) & Transfer IRA), 529 education savings accounts, nonqualified brokerage accounts (Individual, Joint, Trust, and Minor), and insurance products (annuities and life insurance), delivered through dedicated financial professionals affiliated with Mercer Advisors.

Is Heim Young & Associates a public or private company?

Heim Young & Associates is a private company. It is classified as corporate owned and is currently operating.

When was Heim Young & Associates founded?

Heim Young & Associates was founded in 1990. It employs 11 to 50 people.

Where is Heim Young & Associates based?

Heim Young & Associates is headquartered in Springfield, United States, in the North America region.

How does Heim Young & Associates make money?

One revenue line is on record: brokerage Services.

Does Heim Young & Associates have an API?

No public API is recorded for Heim Young & Associates.

What industry is Heim Young & Associates in?

Heim Young & Associates's product category is Brokerage Services. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAAABAN, Private Client Custody & Brokerage (Execution, Reporting, Safekeeping). Its NAICS code is 5231 and its SIC code is 6211.

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