Matthew E Heitman
CFP®Professional Summary
Matthew E Heitman, CFP®, who also goes by Matthew Erik Heitman, is a registered financial advisor currently at NATIONAL WEALTH MANAGEMENT GROUP, LLC located in Cincinnati, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Erik Heitman
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Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
ALPINA FINANCIAL CONSULTANTS | NWMG ADVISORS | NATIONAL WEALTH MANAGEMENT GROUP, LLC | NATIONAL WEALTH MANAGEMENT GROUP | MODEL WEALTH GROUP, LLC | INFINITE WEALTH PLANNING | GERARDI WEALTH MANAGEMENT, LLC | ALPINA FINANCIAL CONSULTANTS, LLC
Contact Information
Main Address
11260 Chester Road Suite 250, Cincinnati, OH 45246-0002Phone Number
(513) 772-2592# of Employees
18SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,741AUM (Assets Under Management)
$534,944,698Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALPINA FINANCIAL CONSULTANTS | NWMG ADVISORS | NATIONAL WEALTH MANAGEMENT GROUP, LLC | NATIONAL WEALTH MANAGEMENT GROUP | MODEL WEALTH GROUP, LLC | INFINITE WEALTH PLANNING | GERARDI WEALTH MANAGEMENT, LLC | ALPINA FINANCIAL CONSULTANTS, LLC
State Registrations and Notice Filings
(7/31/2025)
(9/12/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew E Heitman's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
