Eric Heiting, financial advisor Marshfield WI
83 score

Eric Heiting

CRD Number: 3052881
Current Firm: Eagle Strategies LLC

Eric Heiting (CRD# 3052881) is an Investment Advisor Representative working at Eagle Strategies LLC in Marshfield, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Physician Wealth Strategies LLC Madison, WI Aug 2006 - Current 10
Eagle Strategies LLC Madison, WI Mar 2005 - Current 11
New York Life Insurance Company Madison, WI Apr 1998 - Current 18
Nylife Securities Inc. Madison, WI Apr 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Dec 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric A. Heiting
Phone Number: (888) 695-3245
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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