Stacy S. Heistand

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS

CAMP HILL, PA 17011

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CRD#: 3000436

Professional summary

Stacy Stephen Heistand, AIF®, CFP®, who also goes by Stacy S Heistand, is a registered financial advisor currently at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC located in Camp Hill, Pennsylvania and ASSET STRATEGY CONSULTANTS LLC located in Hunt Valley, Maryland.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stacy has worked at 8 firms and has passed the Series 66, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy S Heistand

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.

Name: Asset Strategy Retirement Plan Consultants, LLC Investment-related: Yes Address: 4720 Gettysburg Road, Suite 201B, Mechanicsburg, PA 17055 Nature of business: Registered Investment Advisor Position/Title: Senior Consultant Relationship: Employee Start Date: 8/1/2008 Hours devoted to other business: 90%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Stephen Heistand's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 5, 2009 - Present

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Office #1: 3425 Simpson Ferry Rd Suite 204, Camp Hill, PA 17011

RIA

CRD#: 147982

CAMP HILL, PA

Current

September 19, 2016 - Present

ASSET STRATEGY CONSULTANTS LLC

Office #1: 6 North Park Drive, Suite 208, Hunt Valley, MD 21030

RIA

CRD#: 110800

Hunt Valley, MD

Past

March 10, 2008 - November 20, 2013

ASSET STRATEGY CONSULTANTS LLC

RIA

CRD#: 110800

MECHANICSBURG, PA

Past

July 9, 2007 - December 9, 2008

ASSET STRATEGY ADVISORS, LLC

RIA

CRD#: 139879

NATICK, MA

Past

April 22, 2004 - May 31, 2007

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

LANCASTER, PA

Past

February 11, 2004 - May 31, 2007

CETERA WEALTH SERVICES, LLC

CRD#: 13572

LANCASTER, PA

Past

July 2, 2002 - November 25, 2003

INVESMART ADVISORS INC

RIA

CRD#: 108731

MECHANICSBURG, PA

Past

June 4, 2001 - November 25, 2003

INVESMART SECURITIES, LLC

CRD#: 104168

PITTSBURGH, PA

Past

February 9, 2000 - June 11, 2001

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

April 15, 1998 - May 15, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC

CRD#: 110800 / SEC#: 801-55215

RIA

Registered Investment Advisory firm - (2/3/1998 Approved)

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

Pennsylvania
(11/5/2009)

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

IAR

Series 66

Date: 11/2/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/13/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/12/2003

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC

CRD#: 110800 / SEC#: 801-55215

RIA

Registered Investment Advisory firm - (2/3/1998 Approved)

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Contact information

Main Address

Six North Park Drive Suite 208, Hunt Valley, MD 21030

Mailing Address

Phone number

(410) 528-8282

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE FINAL 3.31.2025 (4/2/2025)

ADV PART 2 BROCHURE 3-24-2023 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 5,174,881,147

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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Firm Stability Insights

Stacy S. Heistand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Stephen Heistand's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY ADVISORS, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

KESTRA INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ASSET STRATEGY CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/2001

Series 7

Date: 4/13/1998

Series 26

Date: 8/12/2003

Current Firm

ASSET STRATEGY CONSULTANTS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET STRATEGY CONSULTANTS LLC

TRUST BUT VERIFY

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