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Eric Kurt Heineman

Eric K. Heineman

VISION CASTING FINANCIAL PLANNING
Spokane, WA 99201
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CRD#: 7348673
Eric Kurt Heineman

Professional summary

Eric Kurt Heineman, CFP® is a registered financial advisor currently at VISION CASTING FINANCIAL PLANNING, LLC located in Spokane, Washington.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eric 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 Eric Kurt Heineman'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

July 2, 2021 - Present

VISION CASTING FINANCIAL PLANNING, LLC

Office #1: 1124 West Riverside Avenue Suite 305, Spokane, WA 99201
RIA
CRD#: 313535
Spokane, WA

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
Washington
(7/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2021
Uniform Investment Adviser Law Examination

Current Firm

VC
VISION CASTING FINANCIAL PLANNING, LLC
VISION CASTING FINANCIAL PLANNING, LLC

CRD#: 313535 / SEC#:

Washington
Registered Investment Advisory firm - (7/2/2021 Approved)
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Contact information

Main Address
1124 West Riverside Avenue Suite 305, Spokane, WA 99201
Mailing Address
Phone number
(509) 795-1718
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts129
AUM (Assets Under Management)$ 14,424,384

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

VISION CASTING FINANCIAL PLANNING, LLC

CRD#: 313535Spokane, WA 99201

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