Heather M Aeschliman
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Creative Planning, LLCAug 2026 to now
- Founders Financial Securities LLCDec 2022 to Aug 2026
- Jones Retirement Advisors, LLCJun 2021 to Nov 2022
- Ae Financial Services, LLCOct 2020 to Nov 2022
- Ae Wealth Management, LLCOct 2020 to Nov 2022
- Mass Mutual Investors ServicesFeb 2019 to Oct 2020
- Strickler Jones Financial GroupJan 2019 to Jun 2021
- Mass Mutual Life Insurance CompanyJan 2019 to Oct 2020
- America Group Retirement Strategy CentersFeb 2016 to Dec 2018
- LPL Financial, LLCFeb 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
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
- 6625309
- Firm CRD
- 105348