EH
Ethan J. Heiden
FIDUCIARY FINANCIAL ADVISORS
Grand Rapids, MI 49503
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CRD#: 7218394
EH
Professional summary
Ethan James Heiden is a registered financial advisor currently at FIDUCIARY FINANCIAL ADVISORS located in Grand Rapids, Michigan.
Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ethan has worked at 2 firms and has passed the Series 65 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.
Ethan Heiden is employed, full-time (40hr/week) by Ford Motor Company as a Powertrain Manufacturing Engineer. This role is not investment related business. At a high-level, the Manufacturing engineering position is responsible to design and implement complex systems and processes that deliver precision machined powertrain components at high-volumes.
Ford Motor Company
36200 Plymouth Road
Livonia, MI 48150
CRS (Client Relationship Summary) - RIA
Click below to view Ethan James Heiden'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
December 14, 2021 - Present
FIDUCIARY FINANCIAL ADVISORS
Office #1: 124 Fulton St. East Suite 200, Grand Rapids, MI 49503RIA
CRD#: 172103
Grand Rapids, MI
Past
December 8, 2020 - January 31, 2022
PERSONAL FINANCE ENGINEERED
RIA
CRD#: 307045
FARMINGTON HILLS, MI
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".
FF
FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103 / SEC#: 801-120619
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Michigan
Registered Investment Advisory firm - (5/13/2021 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
Michigan(12/14/2021)
IAR
Texas(6/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FF
FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103 / SEC#: 801-120619
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Michigan
Registered Investment Advisory firm - (5/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
124 Fulton St. East Suite 200, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 622-3062
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,035 |
| AUM (Assets Under Management) | $ 1,165,890,928 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 10/16/2024 |
Red Flags
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Company Information
FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103Grand Rapids, MI 49503TRUST BUT VERIFY
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