Hefty Wealth Partners

Hefty Wealth Partners (CRD# 153880) is a financial advisory firm headquartered in Auburn, IN. They manage $147,064,744 in 961 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    961
    ACCOUNTS
  • Average Account Value
    $153,033
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, IN, OH, TX

Financial Advisors at Hefty Wealth Partners
Showing 1 - 8 of 8 top financial advisors.
1
Douglas E. Lockwood
CRD#: 1703831
112 East 7th Street, Auburn, IN 46706
96
Wealthminder
score

Douglas Lockwood (CRD# 1703831) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 28 years of experience in the finance industry. Douglas Lockwood 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.

2
Stacy E. Hefty
CRD#: 4037576
112 East 7th Street, Auburn, IN 46706
93
Wealthminder
score

Stacy Hefty (CRD# 4037576) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 17 years of experience in the finance industry.

3
Brian D. Neal
CRD#: 5353738
112 East 7th Street, Auburn, IN 46706
93
Wealthminder
score

Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 9 years of experience in the finance industry.

4
Edison Byzyka
CRD#: 6150572
112 East 7th Street, Auburn, IN 46706
90
Wealthminder
score

Edison Byzyka (CRD# 6150572) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 3 years of experience in the finance industry.

5
Krista A. Schwartz
CRD#: 6482499
112 East 7th Street, Auburn, IN 46706
90
Wealthminder
score

Krista Schwartz (CRD# 6482499) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has 1 year of experience in the finance industry.

6
Erik M. Herstad
CRD#: 6313959
112 East 7th Street, Auburn, IN 46706
89
Wealthminder
score

Erik Herstad (CRD# 6313959) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 2 years of experience in the finance industry.

7
Angela M. Lockwood
CRD#: 6197373
112 East 7th Street, Auburn, IN 46706
88
Wealthminder
score

Angela Lockwood (CRD# 6197373) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has 1 year of experience in the finance industry.

8
Kentrina G. Mapes
CRD#: 5476552
112 East 7th Street, Auburn, IN 46706
81
Wealthminder
score

Kentrina Mapes (CRD# 5476552) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 6 years of experience in the finance industry.

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