Unclaimed Profile

Stacy Stephen Heistand

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

Series 7, Series 26, Series 6624 years registeredASSET 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 · 24 years registered

Brand Profile

Not yet started

Career History

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Nov 2009 – present

ASSET STRATEGY CONSULTANTS LLC

Sep 2016 – Feb 2026

Hunt Valley, MD

ASSET STRATEGY CONSULTANTS LLC

Mar 2008 – Nov 2013

MECHANICSBURG, PA

ASSET STRATEGY RETIREMENT CONSULTANTS, LLC

Jul 2007 – Dec 2008

WAYLAND, MA

FINANCIAL NETWORK INVESTMENT CORPORATION

Apr 2004 – May 2007

LANCASTER, PA

INVESMART ADVISORS INC

Jul 2002 – Nov 2003

MECHANICSBURG, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 26

Series 66

Registration record

First registered · July 2, 2002

Years registered · 24

Disclosure History

2025Customer 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

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

CRD 147982 · SEC 801-113160

AUM

$76M

Regulatory assets under management

Employees

389 client accounts

Services offered by ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

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 ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC →

Introduction

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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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