MH
MH

Michael Heitman

20 Years of Experience
Anchorage, AK
Broker

Michael Heitman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Anchorage, AK, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4300 B Street, Suite 507, Anchorage, AK, 99503

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is the president and officer of Wealth Strategies of Alaska, LLC, a support company, since 2010. He dedicates minimal time to marketing and branding for this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2009 - Present · 16 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - October 2009 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - October 2009 · 3 yrs 8 mos
State Registrations31 states
AKARAZCACOFLGAIDILKYLAMDMIMNMOMSNCNDNHNMNVNYOHOKORRITNTXVAWAWI
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.
Michael Heitman - Financial Advisor | TrueAdvisor