Edgar Heissler

HEISSLER FINANCIAL

Gresham, OR 97030

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CRD#: 1329925

Professional summary

Edgar Heissler, CFP®, ChFC®, CLU® is a registered financial advisor currently at HEISSLER FINANCIAL, LLC located in Gresham, Oregon.

Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Edgar has worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Teach financial literacy classes for northwest companies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Heissler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

February 15, 2018 - Present

HEISSLER FINANCIAL, LLC

Office #1: 320 N Main Ave Suite 211, Gresham, OR 97030

RIA

CRD#: 158497

Gresham, OR

Past

August 23, 2011 - December 31, 2017

HEISSLER FINANCIAL, LLC

RIA

CRD#: 158497

GRESHAM, OR

Past

April 3, 2001 - July 28, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GRESHAM, OR

Past

January 26, 2001 - July 28, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

GRESHAM, OR

Past

January 29, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

January 29, 1985 - December 12, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 29, 1985 - December 12, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(2/15/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/1/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/28/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/3/1995

General Securities Principal Examination

Current Firm

HEISSLER FINANCIAL, LLC

CRD#: 158497 / SEC#:

Oregon

Registered Investment Advisory firm - (1/24/2018 Approved)

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Contact information

Main Address

320 N Main Ave Suite 211, Gresham, OR 97030

Mailing Address

Phone number

(503) 492-1556

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 2,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Edgar Heissler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Heissler's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEISSLER FINANCIAL, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/1/1985

Series 7

Date: 5/17/1986

Series 6

Date: 1/28/1985

Series 24

Date: 7/3/1995

Current Firm

HEISSLER FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEISSLER FINANCIAL, LLC

TRUST BUT VERIFY

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