L. Jane Heist Wealth Management, Inc.

L. Jane Heist Wealth Management, Inc. (CRD# 152785) is a financial advisory firm headquartered in , . They manage $16,837,193 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $431,723
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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at L. Jane Heist Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lynda Heist, financial advisor Scottsdale AZ
Lynda J. Heist
CRD#: 4766060
Scottsdale, AZ

Lynda Heist (CRD# 4766060) is an Investment Advisor Representative working at L. Jane Heist Wealth Management, Inc. in Scottsdale, AZ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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