SS
Stacy Stephen Heistand
CRD 3000436
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Asset Strategy Retirement Plan Consultants, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Asset Strategy Retirement Plan Consultants, Llc
Chief Compliance Officer, Financial Advisor, Partner · 25% – 50% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗