Unclaimed Profile

Joseph Patrick Heider

CIRRUS WEALTH MANAGEMENT, LLC·CLEVELAND, Ohio

SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 26, Series 39, Series 63, Series 65, Series 82TOChFC26 years registeredCIRRUS WEALTH MANAGEMENT, LLC

6060 ROCKSIDE WOODS BLVD, CLEVELAND, OH 44131CRD# 829343Firm CRD# 282108

Profile Verification

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

Identity

Joseph Patrick Heider · CLEVELAND, OH

Registration

CRD #829343 · CIRRUS WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CIRRUS WEALTH MANAGEMENT, LLC

CIRRUS WEALTH MANAGEMENT

Mar 2016 – Oct 2023

CLEVELAND, OH

REHMANN FINANCIAL

May 2010 – Jul 2016

WESTLAKE, OH

DAWSON WEALTH MANAGEMENT

Jan 2000 – Mar 2010

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 7

Series 22TO

Series 24

Series 26

Series 39

Series 63

Series 65

Series 82TO

Registration record

First registered · January 1, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

1996Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CIRRUS WEALTH MANAGEMENT, LLC

CRD 282108 · SEC 801-107369

AUM

$298M

Regulatory assets under management

Employees

717 client accounts

Services offered by CIRRUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CIRRUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Patrick Heider offer?

Joseph Patrick Heider specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph Patrick Heider's credentials?

Joseph Patrick Heider holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Patrick Heider located?

Joseph Patrick Heider is based in CLEVELAND, Ohio, last registered with CIRRUS WEALTH MANAGEMENT, LLC.

How does Joseph Patrick Heider charge for services?

Joseph Patrick Heider's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIRRUS WEALTH MANAGEMENT, LLC?

CIRRUS WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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