William Heiting, financial advisor Marshfield WI
93 score

William Heiting

CRD Number: 1156475
Current Firm: Eagle Strategies LLC

William Heiting (CRD# 1156475) is an Investment Advisor Representative working at Eagle Strategies LLC in Marshfield, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Marshfield, WI Jun 2011 - Current 5
Heiting Insurance Agency Lll Marshfield, WI Apr 2005 - Current 11
Nylife Securities Inc. Marshfield, WI Sep 1982 - Current 34
New York Life Insurance Marshfield, WI Feb 1972 - Current 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for William D. 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
93
Clean Record
This advisor has a clean track record with regulators.

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