Chelsea Heintschel (CRD# 6544213) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 8 years of experience in the finance industry. Chelsea Heintschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mpm Wealth Advisors, Inc. | Holland, OH | Jan 2015 - Current | 9 |
| Root Inc. | Sylvania, OH | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- IL
- OH
- TX
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Total Assets Under Management795MILLIONS
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Total Number of Accounts2,403ACCOUNTS
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Average Account Value$330,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NY, OH, PA, SC, TN, TX, VA, WA, WI, WY
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