Paul Francis Heising
Investment adviser representative at Clg LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Clg LLCJan 2025 to now
- Purshe Kaplan Sterling InvestmentsJan 2024 to now
- Clg LLC dba Moran, Heising, Mcelravey & Sowder, LLCSep 2023 to now
- Cetera Investment Advisers LLCJun 2023 to Dec 2023
- Cetera Advisor Networks LLCJan 2013 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Clg LLC
$1.1BAssets managed
1,448Clients
23Advisers
10 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
- 4543891
- Firm CRD
- 282605