Charles Heisner, financial advisor Saint Louis MO

Charles Heisner

CRD Number: 4405423
Current Firm: Heisner Financial, LLC

Charles Heisner (CRD# 4405423) is an Investment Advisor Representative working at Heisner Financial, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry. Charles Heisner 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.

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Professional Designations
Company Name Location Dates Years
Heisner Financial, LLC St. Louis, MO Jun 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Charles F. Heisner
Phone Number: 314-231-3140
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $687,755
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
Types of Clients
Registered States

IL, MO

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