Heather C Ring
Investment adviser representative at Superior Planning Wealth Management & Family Office
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$349.6MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Superior Planning Wealth Management & Family OfficeOct 2025 to now
- Superior Planning, LLCAug 2024 to now
- Bsa Financial ServicesJun 2022 to now
- Heather Ring (self Employed)Sep 2021 to now
- Calpro Network Financial ServicesJan 2017 to now
- Planmember Securities CorporationJan 2017 to now
- Bruce Smith & AssociatesJan 2017 to Jun 2022
- AXA Advisors, LLCOct 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Superior Planning Wealth Management & Family Office
Legal name: Superior Planning, LLC
$349.6MAssets managed
516Clients
13Advisers
1 yearIn 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
- 6112588
- Firm CRD
- 130711