Timothy S Heisey
Investment adviser representative at 180 Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business
Are you Timothy S Heisey? 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
- Pension consulting
Experience
11 years in the industry.
- 180 Wealth Advisors, LLCNov 2020 to now
- Bank of America, N.A.Mar 2017 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
180 Wealth Advisors, LLC
$1.4BAssets managed
1,350Clients
6Advisers
9 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
- 6699136
- Firm CRD
- 284921