Marisa Anne Heiden
Investment adviser representative at Mission Creek Capital Partners, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$741.6MFirm 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 assetsHourlyPerformance-based
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
11 years in the industry.
- Mission Creek Capital Partners, Inc.Jun 2024 to now
- UnemployedFeb 2024 to May 2024
- Burton Enright WelchMay 2021 to Jan 2024
- UnemployedFeb 2021 to May 2021
- Wells FargoAug 2018 to Feb 2021
- Urban RemedyJan 2018 to Aug 2018
- Acg Certified Public AccountantsJun 2017 to Sep 2017
- StudentJun 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mission Creek Capital Partners, Inc.
$741.6MAssets managed
524Clients
9Advisers
8 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
- 7406461
- Firm CRD
- 151514