AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Eric Allen Heiting

Eric A. Heiting

PMMSF PARTNERS
Madison, WI 53717
Some features on this profile are disabled
CRD#: 3052881
Eric Allen Heiting

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 CENTRAL WEALTH MANAGEMENT LLC 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.
The advisor shows no other business activity.

Blog Corner

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®

Certified Financial Planner

Start date: 2009

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

August 19, 2020 - Present

PMMSF PARTNERS, LLC

Office #1: 1111 Deming Way Suite 103, Madison, WI 53717
RIA
CRD#: 310316
Madison, WI
Current

February 13, 2026 - Present

CENTRAL WEALTH MANAGEMENT LLC

Office #1: 1111 Deming Way Suite 103, Madison, WI 53717
RIA
CRD#: 293172
Madison, WI
Past

June 24, 2025 - January 30, 2026

ATLAS

RIA
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

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
IAR
Series 65
Date: 12/13/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/14/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/5/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PP
PMMSF PARTNERS, LLC
PMMSF PARTNERS, LLC

CRD#: 310316 / SEC#:

Wisconsin
Registered Investment Advisory firm - (8/19/2020 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1111 Deming Way Suite 103, Madison, WI 53717
Mailing Address
Phone number
(608) 841-1555
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 21,420,507

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.

Company Information

PMMSF PARTNERS, LLC

CRD#: 310316Madison, WI 53717

TRUST BUT VERIFY

Monitor Eric Heiting

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
Byron O Smith
Byron SmithAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
OMAHA, NE
Jesse Lane Woods
Jesse WoodsAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
MERIDIAN, ID
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.