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HF

Heather E. Fulton

PLANNING ALTERNATIVES LTD
JACKSON, WY 83001
Some features on this profile are disabled
CRD#: 6343809
HF

Professional summary

Heather Elizabeth Fulton, CFP® is a registered financial advisor currently at PLANNING ALTERNATIVES LTD located in Jackson, Wyoming.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Heather has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Elizabeth Fulton'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: 2017

Experience

Current

December 16, 2025 - Present

PLANNING ALTERNATIVES LTD

Office #1: 50 W Broadway Suite 103, Jackson, WY 83001
RIA
CRD#: 110268
JACKSON, WY
Past

October 8, 2024 - December 5, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
JACKSON, WY
Past

July 12, 2024 - December 5, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
JACKSON, WY
Past

June 24, 2014 - September 28, 2020

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA

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".
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA
Registered Investment Advisory firm - (2/2/1983 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
Wyoming
(12/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2024
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/24/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2024
Securities Industry Essentials Examination

Current Firm

PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA
Registered Investment Advisory firm - (2/2/1983 Approved)
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Contact information

Main Address
255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615
Mailing Address
Phone number
(248) 645-1520
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PLANNING ALTERNATIVES PART 2A BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts683
AUM (Assets Under Management)$ 1,283,122,581

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

PLANNING ALTERNATIVES LTD

PLANNING ALTERNATIVES LTD

CRD#: 110268Jackson, WY 83001

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