Asset Strategy Retirement Plan Consultants, LLC

Asset Strategy Retirement Plan Consultants, LLC (CRD# 147982) is a financial advisory firm headquartered in Mechanicsburg, PA. They manage $24,196,654 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $196,721
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Asset Strategy Retirement Plan Consultants, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stacy S. Heistand
CRD#: 3000436
4720 Gettysburg Road, Suite 201b, Mechanicsburg, PA 17055
93
Wealthminder
score

Stacy Heistand (CRD# 3000436) is an Investment Advisor Representative working at Asset Strategy Retirement Plan Consultants, LLC in Mechanicsburg, PA and has over 15 years of experience in the finance industry.

2
William I. Wright
CRD#: 6535348
4720 Gettysburg Road, Suite 201b, Mechanicsburg, PA 17055
87
Wealthminder
score

William Wright (CRD# 6535348) is an Investment Advisor Representative working at Asset Strategy Retirement Plan Consultants, LLC in Mechanicsburg, PA and has 1 year of experience in the finance industry.

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