Clint A Heisler
Investment adviser representative at Savvy
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- SavvyJun 2026 to now
- LPL Financial LLCNov 2024 to May 2026
- Northwestern Mutual Wealth Management CompanyJan 2016 to Nov 2024
- Northwestern Mutual Investment Services, LLCJul 2011 to Nov 2024
- Northwestern Mutual Life Insurance CompanyOct 2010 to Nov 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
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
- 5680932
- Firm CRD
- 318493