CH
Christopher M. Heilman
KESTRA PRIVATE WEALTH SERVICES
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 5191836
CH
Professional summary
Christopher Michael Heilman, who also goes by Chris Heilman, Christopher Heilman, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Virginia Beach, Virginia and KESTRA INVESTMENT SERVICES, LLC located in Exmore, Virginia.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Christopher has worked at 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Heilman | Christopher Heilman
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: 3259 Pantanal Lane Kissimmee Florida Rental Property Investment Related: No Address: 3159 Pantanal Lane Kissimmee FL 34747 Nature of Business: Real Estate Position, Title or Relationship: Owner of property, but property manager handles all operations. Start Date: 8/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner. No direct activities duties or obligations. Name: Freedom Fiduciary Advisors Investment Related: Yes Address: 4445 Corporation Lane Ste 218 Virginia Beach VA 23462 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Managing Partner Financial Advisor Start Date: 8/19/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial planning, investment advice, security selection, and portfolio management. Name: 3159 PANTANAL LANE KISSIMMEE FL 34747 POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 3159 Pantanal Lane, Kissimmee FL 34747 DESCRIPTION: None. Property manager handles. Name: 3724 KINGS POINT ARCH VIRGINIA BEACH VA 23452 POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3724 Kings Point Arch, Virginia Beach VA 23452, United States DESCRIPTION: receive rent Name: FREEDOM FIDUCIARY ADVISORS POSITION: Owner/ Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2021 ADDRESS: 4445 Corporation Lane, Suite 218, Virginia Beach VA 23462, United States DESCRIPTION: Investment advice Financial Planning Security Selection Portfolio management Name: MAKE MONEY TUESDAY LLC POSITION: Owner NATURE: LLC used for payroll for 2 employees INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2021 ADDRESS: 4445 Corporation Lane, Suite 218, Virginia Beach VA 23462, United States DESCRIPTION: Sending payroll to ADP Name: MM MAGIC RENTALS LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2022 ADDRESS: 909 Roy Ct, Chesapeake VA 23320, United States DESCRIPTION: Market on AirBnB and coordinate cleaning and maintenance. Communicate with tenants. Name: MAGICAL MEMORY MAKERS, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2023 ADDRESS: 2928 On The Rocks Point, Kissimmee FL 34747, United States DESCRIPTION: List on AirBnB, coordinate with cleaners, handy man, contractors, manage business bank account.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Heilman'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®
NoneExperience
Current
August 19, 2021 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 4445 Corporation Lane Ste 200, Virginia Beach, VA 23462Office #2: 4376 Lankford Hwy Unit B, Exmore, VA 23350RIA
CRD#: 155193
Virginia Beach, VA
Current
August 19, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4376 Lankford Hwy Unit B, Exmore, VA 23350Office #2: 3704 Pacific Avenue Suite 200, Virginia Beach, VA 23451BD
CRD#: 42046
Exmore, VA
Past
September 27, 2016 - August 19, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
CHESAPEAKE, VA
Past
May 31, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NORFOLK, VA
Past
May 31, 2013 - August 19, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
NORFOLK, VA
Past
March 31, 2010 - June 3, 2013
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
VIRGINIA BEACH, VA
Past
March 26, 2010 - June 3, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
VIRGINIA BEACH, VA
Past
June 17, 2008 - March 26, 2010
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
PORTSMOUTH, VA
Past
June 17, 2008 - March 26, 2010
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
PORTSMOUTH, VA
Past
October 26, 2007 - June 17, 2008
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
VIRGINIA BEACH, VA
Past
October 26, 2007 - June 17, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
VIRGINIA BEACH, VA
Past
April 2, 2007 - July 30, 2007
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
VIRGINIA BEACH, VA
Past
April 2, 2007 - July 30, 2007
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
VIRGINIA BEACH, VA
Past
October 13, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
VIRGINIA BEACH, VA
Past
September 18, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
VIRGINIA BEACH, VA
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/19/2021)
RR
California(9/13/2024)
RR
Colorado(3/19/2024)
RR
Florida(8/19/2021)
RR
Georgia(8/19/2021)
RR
Illinois(8/19/2021)
RR
Indiana(8/19/2021)
RR
Kansas(8/19/2021)
RR
Louisiana(8/19/2021)
RR
Maryland(8/19/2021)
RR
Massachusetts(8/19/2021)
RR
Michigan(8/19/2021)
RR
Mississippi(8/19/2021)
RR
Nevada(8/19/2021)
RR
New York(8/19/2021)
RR
North Carolina(8/20/2021)
RR
Ohio(8/19/2021)
RR
Oklahoma(8/19/2021)
RR
Pennsylvania(8/19/2021)
RR
South Carolina(8/19/2021)
RR
Tennessee(8/27/2024)
RR
Texas(8/19/2021)
RR
Virginia(8/19/2021)
IAR
Virginia(8/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
