Mary Heitzman
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCMar 2023 to now
- United Planners Financial ServicesSep 2022 to Feb 2023
- Success Financial Group, LLCNov 2018 to Feb 2023
- Cetera Advisor NetworksNov 2018 to Sep 2022
- Summit Brokerage ServicesNov 2018 to Apr 2020
- Forest Hills FinancialJun 2018 to Nov 2018
- Herman MillerMay 2017 to Jun 2018
- Full-time EducationApr 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6971579
- Firm CRD
- 6413