BH
CFP
BH
CFP

Blane Heisler

10 Years of Experience
Kalamazoo, MI
Broker

Blane Heisler is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Kalamazoo, MI, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

161 East Michigan Ave, Suite 600, Kalamazoo, MI, 49007

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Harbour Investments, INC.
September 2021 - May 2025 · 3 yrs 8 mos
Harbour Investments, INC.Broker
September 2021 - May 2025 · 3 yrs 8 mos
Jackson National Life Distributors LLCBroker
June 2017 - April 2021 · 3 yrs 10 mos
Harbour Investments, INC.
August 2016 - June 2017 · 10 mos
Harbour Investments, INC.Broker
May 2015 - June 2017 · 2 yrs 1 mo
State Registrations1 state
MI
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.