DH
Donald F. Heishman
ACORN FINANCIAL ADVISORY SERVICES
Harrisonburg, VA 22801
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CRD#: 6821478
DH
Professional summary
Donald Franklin Heishman, who also goes by Don Heishman, is a registered financial advisor currently at ACORN FINANCIAL ADVISORY SERVICES, INC. located in Harrisonburg, Virginia.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Donald has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Heishman
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. Minority ownership (1%) in Heishman Family LLC.
2786 North Mountain Road, Mount Jackson, VA 22842.
Not investment related.
Family farm.
June 2012.
Minimal time devoted to activity.
2. Donald Heishman - Fixed insurance.
Investment related.
3211 Peoples Drive, Suite 110, Harrisonburg, VA 22801.
Fixed insurance - life, LTC, Medicare supplement, disability.
Agent (self employed owner).
Start date: 06/06/2018.
15 hours/month, 8 during trading.
Fixed insurance sales.
3. Acorn Financial Services (Acorn Financial Advisory Services, Inc.).
Investment related.
3211 Peoples Drive, Suite 110, Harrisonburg, VA 22801.
Registered investment adviser.
Investment Adviser Representative.
Start date: 06/06/2018.
150 hours/month, 130 during trading.
Asset management and financial planning services.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Franklin Heishman'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®
NoneExperience
Current
June 6, 2018 - Present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Office #1: 3211 Peoples Drive Suite 110, Harrisonburg, VA 22801RIA
CRD#: 116763
Harrisonburg, VA
Past
June 7, 2018 - March 31, 2021
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
Harrisonburg, VA
Past
July 18, 2017 - June 4, 2018
TRIAD ADVISORS LLC
BD
CRD#: 25803
HARRISONBURG, VA
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".
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)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
Virginia(6/6/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/24/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900 Campus Commons Drive Suite 600, Reston, VA 20191
Mailing Address
Phone number
(703) 293-3100
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,179 |
| AUM (Assets Under Management) | $ 1,234,541,815 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 01/10/2025 | ||
| 12/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD#: 116763Harrisonburg, VA 22801TRUST BUT VERIFY
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