Stacy Heistand, financial advisor Mechanicsburg PA
93 score

Stacy Heistand

CRD Number: 3000436
Current Firm: Asset Strategy Retirement Plan Consultants, LLC

Stacy Heistand (CRD# 3000436) is an Investment Advisor Representative working at Asset Strategy Retirement Plan Consultants, LLC in Mechanicsburg, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Strategy Retirement Plan Consultants, LLC Mechanicsburg, PA Nov 2009 - Current 6
Asset Strategy Consultants Hunt Valley, MD Mar 2008 - Nov 2013 5
Asset Strategy Retirement Consultants, LLC Boston, MA Jul 2007 - Aug 2008 1
Financial Network Mechanicsburg, PA Feb 2004 - Jul 2007 3
Union National Mt. Joy, PA Dec 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Stacy S. Heistand
Phone Number: 717 497 4375
Firm Website:
Registered State(s):
  • PA
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
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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