John Richard Heise
Investment adviser representative at Atlas Fiduciary Services, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$269.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Atlas Fiduciary Services, Inc.Jun 2022 to now
- Cambridge Investment Research Advisors, Inc.Dec 2015 to May 2024
- Cambridge Investment Research, Inc.Dec 2015 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NH).
Atlas Fiduciary Services, Inc.
$269.3MAssets managed
132Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2925942
- Firm CRD
- 321271