Unclaimed Profile

Stacy Stephen Heistand

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC·CAMP HILL, Pennsylvania

Clean recordASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

3500 MARKET STREET, SUITE 102, CAMP HILL, PA 17011CRD# 3000436Firm CRD# 147982

Profile Verification

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

Identity

Stacy Stephen Heistand · CAMP HILL, PA

Registration

CRD #3000436 · ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stacy Stephen Heistand is a registered financial advisor based in CAMP HILL, Pennsylvania, affiliated with ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

AUM

$76M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3000436

Firm CRD# 147982

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacy Stephen Heistand offer?

Stacy Stephen Heistand specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAMP HILL, Pennsylvania for a consultation.

What are Stacy Stephen Heistand's credentials?

Stacy Stephen Heistand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Stephen Heistand located?

Stacy Stephen Heistand is based in CAMP HILL, Pennsylvania, working with ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC. Their office serves clients in the CAMP HILL metropolitan area and surrounding communities.

How does Stacy Stephen Heistand charge for services?

Stacy Stephen Heistand's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC?

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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