Unclaimed Profile

John Richard Heise

ATLAS FIDUCIARY SERVICES, INC.·CONCORD, New Hampshire

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record22 years registeredATLAS FIDUCIARY SERVICES, INC.

123 N. STATE STREET, CONCORD, NH 03301CRD# 2925942Firm CRD# 321271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Richard Heise · CONCORD, NH

Registration

CRD #2925942 · ATLAS FIDUCIARY SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

ATLAS FIDUCIARY SERVICES, INC.

Jun 2022 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2015 – Dec 2022

Concord, NH

MML INVESTORS SERVICES, LLC

Aug 2006 – Dec 2015

MANCHESTER, NH

NEW ENGLAND SECURITIES CORPORATION

Apr 2004 – Aug 2006

GILFORD, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · April 22, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS FIDUCIARY SERVICES, INC.

CRD 321271 · SEC 801-125792

AUM

$254M

Regulatory assets under management

Employees

151 client accounts

Services offered by ATLAS FIDUCIARY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATLAS FIDUCIARY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does John Richard Heise offer?

John Richard Heise specializes in Financial Planning, Investment Management. Contact their office in CONCORD, New Hampshire for a consultation.

What are John Richard Heise's credentials?

John Richard Heise holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Richard Heise located?

John Richard Heise is based in CONCORD, New Hampshire, working with ATLAS FIDUCIARY SERVICES, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does John Richard Heise charge for services?

John Richard Heise's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS FIDUCIARY SERVICES, INC.?

ATLAS FIDUCIARY SERVICES, INC. has approximately 2 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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