Matthew E. Heitman

NATIONAL WEALTH MANAGEMENT GROUP

CIncinnati, OH 45246

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CRD#: 6304331

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Erik Heitman

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.

Business Ownership; Heitman & Co. LLC; CEO/Owner; Real Estate investments; Cincinnati, OH 45239; Investment related; Nov 2016; 1-9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew E Heitman's CRS (Customer Relationship Summary).

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: 2016

Experience

Current

July 31, 2025 - Present

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Office #1: 11260 Chester Rd Ste 250, Cincinnati, OH 45246

RIA

CRD#: 174883

CIncinnati, OH

Past

June 19, 2024 - July 31, 2025

FI3 FINANCIAL ADVISORS, LLC

RIA

CRD#: 168005

West Chester, OH

Past

February 13, 2019 - July 17, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Cincinnati, OH

Past

February 13, 2019 - July 17, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Cincinnati, OH

Past

August 2, 2018 - November 30, 2018

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

DAYTON, OH

Past

August 2, 2018 - November 30, 2018

FIFTH THIRD SECURITIES, INC.

CRD#: 628

DAYTON, OH

Past

July 13, 2018 - August 21, 2018

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

November 11, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BEAVERCREEK, OH

Past

April 23, 2014 - July 31, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BEAVERCREEK, OH

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".

NATIONAL WEALTH MANAGEMENT GROUP, LLC

CRD#: 174883 / SEC#: 801-80983

RIA

Registered Investment Advisory firm - (2/19/2015 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

Kentucky
(7/31/2025)

IAR

Ohio
(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

State Security Law Exam

IAR

Series 66

Date: 11/11/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/7/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2014

General Securities Representative Examination

Current Firm

NATIONAL WEALTH MANAGEMENT GROUP, LLC

CRD#: 174883 / SEC#: 801-80983

RIA

Registered Investment Advisory firm - (2/19/2015 Approved)

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Contact information

Main Address

11260 Chester Road Suite 250, Cincinnati, OH 45246-0002

Mailing Address

Phone number

(513) 772-2592

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWMG WRAP PROGRAM BROCHURE (9/19/2025)

NWMG PART 2A DISCLOSURE BROCHURE (9/19/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 325,727,820

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.

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Advisor Monitoring

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Matthew E. Heitman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew E Heitman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FI3 FINANCIAL ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

NATIONAL WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2014

Series 63

Date: 5/7/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/23/2014

Current Firm

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NATIONAL WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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