CH
Cameron D. Heasley
VESTIA PERSONAL WEALTH ADVISORS
INDIANAPOLIS, IN 46256
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CRD#: 5664519
CH
Professional summary
Cameron Donald Heasley, CFP® is a registered financial advisor currently at VESTIA PERSONAL WEALTH ADVISORS located in Indianapolis, Indiana.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Cameron has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
1. VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANTS"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; OWNER; 01/2018; 120 HOURS PER MONTH, 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; AGENT; 01/2018; 10 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE . 3. VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 01/2018; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4. VESTIA VENTURES LLC; MANAGING MEMBER OF SPVS (MIRUS INVESTMENT, LLC; MIRUS QP AND MIRUS NEW OPPORTUNITY - PRIVATE SPECIAL PURPOSE INVESTMENT VEHICLES FORMED TO INVEST IN DEBT OR EQUITY OF MIRUS, LLC, A MEDICAL DEVICE MANUFACTURER), CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 03/2018; 20 HOURS PER MONTH, 18 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 5. VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 6. VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 7. HELD-AWAY METHOD, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; INTELLECTUAL PROPERTY/CONSULTING SERVICE; OWNER; 03/2019; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; CONSULTING SERVICES THROUGH THE BUSINESS TO OTHER BUSINESSES AND LICENSE TO USE OUR HELD-AWAY METHOD FOR INVESTMENT MANAGEMENT. 8. LOUD CAPITAL, LLC; INVESTMENT RELATED; PRIVATE EQUITY FUND COMPANY THAT PROVIDES GP AND MANAGEMENT SERVICES TO PRIVATE INVESTMENT FUNDS; 550 WEST WASHINGTON BLVD, SUITE 201, CHICAGO, IL, 60661; INVESTOR; 03/2019; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; VENTURE CAPITAL FIRM PROVIDING CAPITAL, ENTREPRENEURSHIP, AND EDUCATION. 9. CDH FINANCIAL, LLC; INVESTMENT RELATED; 9955 CROSSPOINT BLVD, INDIANAPOLIS, IN 46256; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS (NOT UTILIZED FOR ANY CLIENT PURPOSES); MANAGING MEMBER; 06/2014-PRESENT; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 10. MOOSE VENTURES, LLC; NOT INVESTMENT RELATED; 9955 CROSSPOINT BLVD, INDIANAPOLIS, IN 46256; PERSONAL INVESTMENT HOLDING COMPANY NOT UTILIZED FOR ANY CLIENT PURPOSES; MANAGING MEMBER; 12/2018-PRESENT; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE OVERSIGHT OF PERSONAL INVESTMENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Donald Heasley'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: 2014
Experience
Current
January 2, 2018 - Present
VESTIA PERSONAL WEALTH ADVISORS
Office #1: 955 Crosspoint Blvd Suite 200, Indianapolis, IN 46256RIA
CRD#: 290565
INDIANAPOLIS, IN
Past
December 22, 2014 - January 2, 2018
LARSON FINANCIAL GROUP, LLC
RIA
CRD#: 140599
INDIANAPOLIS, IN
Past
August 3, 2010 - December 31, 2017
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
INDIANAPOLIS, IN
Past
October 30, 2009 - August 2, 2010
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
INDIANAPOLIS, IN
Past
May 11, 2009 - October 19, 2009
QUEST CAPITAL STRATEGIES, INC.
BD
CRD#: 16783
LAGUNA HILLS, CA
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".
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 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
Indiana(10/14/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Mailing Address
Phone number
(877) 669-1126
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,829 |
| AUM (Assets Under Management) | $ 827,349,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 10/30/2024 | ||
| 02/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
