Eric A. Heiting
PMMSF PARTNERS
Madison, WI 53717
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CRD#: 3052881
Professional summary
Eric Allen Heiting, CFP®, ChFC®, CLU®, who also goes by Eric A Heiting, is a registered financial advisor currently at PMMSF PARTNERS, LLC located in Madison, Wisconsin and ATLAS located in Madison, Wisconsin.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Eric has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric A Heiting
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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5 HRS/MONTH; 1111 DEMING WAY, SUITE 103 MADISON, WI; COMPENSATION: COMMISSIONS] [SUGARCOAT DESIGN; FAMILY BUSINESS INVOLVED IN GRAPHIC DESIGN; DOES NOT TAKE PART IN ANY DAY TO DAY ACTIVITIES; OWNER; COMPENSATION: FEES] [Fox Valley Pro Basketball Inc; Oshkosh Arena; Planning to invest my personal money into this private offering investment.; Fox Valley Pro Basketball, Inc. 2370 State Road 44, Suite A, Oshkosh, WI 54904; Start Date 09/2017; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Vario Equity LLC; Role/Title: Managing Director; Start Date 06/2018; investment related; 5 hours per month during trading hours; private equity firm] [POLCO, Inc., 8001 Terrace Ave, Middleton, WI; Board Member; offers governance leadership and advisory services to venture capital firm; start date 06/2021; investment related; 3 hours a month; 3 hours during trading hours.] [CENTRAL WEALTH MANAGEMENT, LLC; MANAGING PRINCIPAL / CCO; 06/2018; INVESTMENT RELATED; 120 HOURS PER MONTH DURING TRADING HOURS] [PMMSF PARTNERS, LLC; MANAGING PRINCIPAL / CCO; 08/2020; INVESTMENT RELATED; 40 HOURS PER MONTH DURING TRADING HOURS] [FIRST RESPONDER HOLDING COMPANY; INVESTMENT-RELATED; ARROWHEAD, CA; INVESTOR; 1/14/2022; 0 HRS/MO; PERSONAL INVESTMENT] [FIVE AND DIME VENTURES, LLC; OWNER & MANAGING DIRECTOR; INVESTMENT-RELATED; MADISON, WI; VENTURE CAPITAL FUND DESIGNED TO INVEST IN POLCO; START DATE 2023; APPROX. 10 HRS/MO DURING BUSINESS HOURS; RAISING MONEY AND COMMUNICATING WITH INVESTORS REGARDING INVESTMENT INFORMATION.] [AMERICAN PROVENANCE II, INC.; NOT INVESTMENT-RELATED; MOUNT HOREB, WI; BOARD OBSERVER; START DATE: 08/2023; APPROXIMATELY 2 HRS/MO DURING TRADING HOURS; PROVIDE GOVERNANCE AND ADVICE AS BOARD OBSERVER FOR A PERSONAL CARE PRODUCTS AND PRODUCTION/MANUFACTURING FIRM.] [THE NEUTRAL PROJECT; INVESTMENT RELATED; MADISON, WI; REAL ESTATE DEVELOPER COMPANY; SALARIED CONSULTANT; START DATE: 3/2024; APPROXIMATELY 10 HRS/MO WITH 4-8 HRS DURING TRADING HOURS; PROVIDE BUSINESS ADVISE AND EXPERTISE.] [REVOPSIS THERAPEUTICS; INVESTMENT RELATED; SPRINGFIELD, IL; VENTURE CAPITAL/BIOPHARMACEUTICAL COMPANY; CONSULTANT; START DATE: 2/2024; APPROXIMATELY 1-2 HRS/MO DURING TRADING HOURS; PROVIDE BUSINESS ADVISE AND CONSULTING SERVICES.] [VARIO AMERICAN CENTER, LLC; INVESTMENT RELATED; MADISON, WI; MANAGING PARTNER; START DATE: 3/2019; APPROXIMATELY 2 HRS/MO DURING TRADING HOURS; REAL ESTATE INVESTMENT COMPANY (PROJECT OF VARIO EQUITY, LLC, GP).] [VARIO BAKERS PLACE, LLC; INVESTMENT RELATED; MADISON, WI; MANAGING PARTNER; START DATE: 3/2022; APPROXIMATELY 2 HRS/MO DURING TRADING HOURS; REAL ESTATE INVESTMENT COMPANY (PROJECT OF VARIO EQUITY, LLC, GP).] [VARIO SPONSOR, LLC; INVESTMENT RELATED; MADISON, WI; MANAGING PARTNER; START DATE: 10/2022; APPROXIMATELY 1 HR/MO DURING TRADING HOURS; REAL ESTATE INVESTMENT COMPANY.]
CRS (Client Relationship Summary) - RIA
Click below to view Eric Allen Heiting'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®
Start date: 2009
Experience
Current
August 19, 2020 - Present
PMMSF PARTNERS, LLC
Office #1: 1111 Deming Way Suite 103, Madison, WI 53717RIA
CRD#: 310316
Madison, WI
Current
June 24, 2025 - Present
ATLAS
Office #1: 1111 Deming Way Suite 103, Madison, WI 53717RIA
CRD#: 324191
Madison, WI
Past
June 19, 2018 - September 10, 2025
CENTRAL WEALTH MANAGEMENT LLC
RIA
CRD#: 293172
MADISON, WI
Past
March 7, 2005 - June 21, 2018
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
Marshfield, WI
Past
June 8, 1998 - June 21, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MARSHFIELD, WI
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".
AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC
CRD#: 324191 / SEC#: 801-128722
RIA
Registered Investment Advisory firm - (9/28/2023 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
Wisconsin(8/19/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC
CRD#: 324191 / SEC#: 801-128722
RIA
Registered Investment Advisory firm - (9/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(805) 557-8713
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 121,329,112 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
