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Jeffrey Heitzman

Ameritas Advisory Services, LLC
36 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Heitzman is a registered investment advisor at Ameritas Advisory Services, LLC, based in Grand Rapids, MI, with 36 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3265 Walker Ave NW Ste F, Grand Rapids, MI, 49544

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the President of Heitzman & Associates, Inc., handling securities and insurance, and an Associate at Canvas Financial, a shell DBA for marketing and firm consolidation. He dedicates about a quarter of his time to Heitzman & Associates and a full-time commitment to Canvas Financial.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ameritas Advisory Services
July 2018 - November 2021 · 3 yrs 4 mos
20/20 Capital Management, INC
November 2017 - January 2019 · 1 yr 2 mos
Cetera Advisors LLC
January 2005 - November 2017 · 12 yrs 10 mos
Cetera Advisors LLCBroker
January 2004 - November 2017 · 13 yrs 10 mos
Heitzman Advisory Group, INC.
February 2003 - January 2008 · 4 yrs 11 mos
Heitzman Advisory Group, INC.
June 2002 - July 2002 · 1 mo
Vestax Securities CorporationBroker
September 1995 - January 2004 · 8 yrs 4 mos
Andover Securities, INC.Broker
May 1991 - September 1995 · 4 yrs 4 mos
First of Michigan CorporationBroker
February 1990 - June 1991 · 1 yr 4 mos
Sun Investment Services CompanyBroker
January 1990 - March 1990 · 2 mos
State Registrations5 states
CAFLMITNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Jeffrey Heitzman - Financial Advisor | TrueAdvisor