John Heise
John Heise is a CFP-designated registered investment advisor at Atlas Fiduciary Services, INC., based in Concord, NH, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 132 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Fiduciary Services charges a fee based on the value of your investments. This fee can be up to 1.00% annually. The exact fee depends on the complexity of your situation, the amount of assets being managed, and your overall relationship with AFS. Fees are paid monthly in advance. The fee does not include brokerage or custody fees.
Location
123 N. State Street, Unit 1, Concord, NH, 03301
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent for various companies since 1997, dedicating about a quarter of his time to this. He also owns real estate, is an owner/partner of Atlas Financial Group LLC, and an owning member of Lakes Region Acquisitions LLC, which owns commercial real estate. Additionally, John is the President of Atlas Pension Administrators, Inc. and Atlas Fiduciary Services, Inc., spending about half his time on pension administration and nearly full-time on fiduciary services.
Employment History
Current Registrations
Atlas Fiduciary Services, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Nylife Securities INC.Broker
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.