Heather Elizabeth Fulton
Investment adviser representative at Planning Alternatives Ltd
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Heather Elizabeth Fulton? Claim your profile
Contact this firm
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
Experience
12 years in the industry.
- Planning Alternatives LtdDec 2025 to now
- Wells Fargo Clearing Services, LLCApr 2024 to Dec 2025
- UnemployementJan 2024 to Apr 2024
- US BankSep 2020 to Jan 2024
- Fisher InvestmentsMay 2014 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WY).
Planning Alternatives Ltd
$1.5BAssets managed
693Clients
10Advisers
43 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
- 6343809
- Firm CRD
- 110268