Chelsea O. Heintschel

MPM WEALTH ADVISORS

CHICAGO, IL

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CRD#: 6544213

Professional summary

Chelsea Ohm Heintschel, CFP® is a registered financial advisor currently at MPM WEALTH ADVISORS located in Chicago, Illinois.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Chelsea has worked at 1 firm and has passed the Series 65 exam.

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 Chelsea Ohm Heintschel'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

October 9, 2015 - Present

MPM WEALTH ADVISORS

RIA

CRD#: 104926

CHICAGO, IL

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".

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

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

Illinois
(3/8/2016)

IAR

Ohio
(10/9/2015)

IAR

Texas
(5/19/2021)

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 65

Date: 10/8/2015

Uniform Investment Adviser Law Examination

Current Firm

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

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Contact information

Main Address

7429 International Drive Suite A, Holland, OH 43528-8623

Mailing Address

Phone number

(419) 861-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPM WEALTH ADVISORS - FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 888,866,554

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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Chelsea O. Heintschel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Ohm Heintschel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MPM WEALTH ADVISORS

Primary Firm SEC Registration

MPM WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2015

Current Firm

MPM WEALTH ADVISORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPM WEALTH ADVISORS

TRUST BUT VERIFY

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