Heather Stansfield, financial advisor Fremont OH
93 score

Heather Stansfield

CRD Number: 5996672
Current Firm: Vault Investment Partners, LLC

Heather Stansfield (CRD# 5996672) is an Investment Advisor Representative working at Vault Investment Partners, LLC in Fremont, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Vault Investment Partners, LLC Fremont, OH Nov 2017 - Current < 1
Fifth Third Securities Toledo, OH Oct 2011 - Nov 2017 6
Fifth Third Bank Toledo, OH Sep 2006 - Oct 2011 5
Duts Holland, OH Mar 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Heather L. Stansfield
Phone Number: 419-355-0279
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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