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Chelsea Ohm Heintschel

MODERN PORTFOLIO MANAGEMENT INC·HOLLAND, Ohio
Unclaimed Profile
7429 INTERNATIONAL DRIVE, HOLLAND, OH 43528-8623CRD# 6544213Firm CRD# 104926
01

About

Chelsea Ohm Heintschel is a registered financial advisor based in HOLLAND, Ohio, affiliated with MODERN PORTFOLIO MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MODERN PORTFOLIO MANAGEMENT INC
MPM WEALTH ADVISORS
AUM
$795M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at MODERN PORTFOLIO MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6544213
Firm CRD# 104926
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chelsea Ohm Heintschel offer?
Chelsea Ohm Heintschel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Ohio for a consultation.
What are Chelsea Ohm Heintschel's credentials?
Chelsea Ohm Heintschel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chelsea Ohm Heintschel located?
Chelsea Ohm Heintschel is based in HOLLAND, Ohio, working with MODERN PORTFOLIO MANAGEMENT INC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Chelsea Ohm Heintschel charge for services?
Chelsea Ohm Heintschel'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 MODERN PORTFOLIO MANAGEMENT INC?
MODERN PORTFOLIO MANAGEMENT INC has approximately 20 employees and manages $795M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLAND
George Thomas Damasco — MODERN PORTFOLIO MANAGEMENT INCBryan Frederick Ohm — MODERN PORTFOLIO MANAGEMENT INCChristine Elevich Ohm — MODERN PORTFOLIO MANAGEMENT INCSean Scott Shinaberry — MODERN PORTFOLIO MANAGEMENT INC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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