William T. Heidig

FISCALWISE

MEDIA, PA

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CRD#: 853465

Professional summary

William Thomas Heidig, CFP® is a registered financial advisor currently at FISCALWISE, INC. located in Media, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. William has worked at 9 firms and has passed the Series 65 and Series 7 exams.

Biography

At FiscalWise Financial Counsel, we provide comprehensive planning that focuses on all areas of the client's financial situation and develop a course of action to help them achieve personal goals.  A comprehensive plan includes:

-  Analyze the client's current situation

-  Define the client's goals, timelines and resources

-  Create a plan that considers all the financial aspectsof the client's objectives

-  Assist the client in implementing the recommendations

-  Periodically review and revise the plan to adjust to changes in the financial environment and the client's goals

Question & Answer

What are your service offerings?

Tax Planning

Retirement Planning

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Entrepreneurs

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

Women's Financial Planning Iss...

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 William Thomas Heidig'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: 1987

Experience

Current

January 6, 2000 - Present

FISCALWISE, INC.

RIA

CRD#: 121476

MEDIA, PA

Past

November 30, 2007 - February 19, 2008

WESCOTT FINANCIAL ADVISORY GROUP LLC

RIA

CRD#: 105989

PHILADELPHIA, PA

Past

July 3, 1985 - December 19, 1989

OSAIC FS, INC.

CRD#: 3870

Past

May 3, 1982 - November 18, 1983

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

May 3, 1982 - November 18, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

May 3, 1982 - November 18, 1983

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

September 22, 1980 - July 1, 1981

MORGAN STANLEY DW INC.

CRD#: 7556

Past

July 9, 1979 - August 18, 1980

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

June 22, 1978 - July 1, 1979

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

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

Pennsylvania
(1/6/2000)

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: 12/2/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/17/1978

General Securities Representative Examination

Current Firm

FISCALWISE, INC.

AXIS FINANCIAL CONSULTING, INC. | FISCALWISE, INC.

CRD#: 121476 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/6/2000 Approved)

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Contact information

Main Address

Media, PA

Mailing Address

Phone number

(610) 891-7760

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 12,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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William T. Heidig

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Heidig's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESCOTT FINANCIAL ADVISORY GROUP LLC

OSAIC FS, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

FIRST JERSEY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/1999

Series 7

Date: 6/17/1978

Current Firm

FISCALWISE, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FISCALWISE, INC.

TRUST BUT VERIFY

Contact information

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