Heidi Denise Canet
Investment adviser representative at Mestmaker & Petrey Wealth Advisors
14 yearsExperience
1 stateRegistered in
$140.8MFirm assets
7 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Mestmaker & Petrey Wealth AdvisorsJan 2016 to now
- Mestmaker & Petry Wealth AdvisorsJan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mestmaker & Petrey Wealth Advisors
Legal name: Mpwa, Inc.
$140.8MAssets managed
363Clients
3Advisers
7 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
- 6541841
- Firm CRD
- 148484