Edgar Heissler is a CFP, ChFC-designated registered investment advisor at Heissler Financial, LLC, based in Gresham, OR, with 24 years of industry experience. Edgar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heissler Financial charges a percentage of your portfolio to manage your investments. The specific rate is negotiable and adjusted based on your individual situation, considering factors like income, assets, and financial complexity.
Location
320 N Main Ave, Suite 211, Gresham, OR, 97030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Edgar teaches financial literacy classes for northwest companies. This activity is not investment-related.
Employment History
Current Registrations
Heissler Financial, LLC
Previous Registrations
Heissler Financial, LLC
Securities America Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.