Edward Louis Heiser
Investment adviser representative at dba Big Money Retirement and Big Retirement
12 yearsExperience
1 stateRegistered in
$147.1MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- dba Big Money Retirement and Big RetirementMay 2024 to now
- Burgess Investment Group, LLCMay 2024 to now
- Mutual of Omaha Investor ServicesJun 2023 to May 2024
- Mutual of Omaha Insurance CompanyOct 2022 to May 2024
- Gbs Building SupplyJul 2018 to Sep 2022
- Spartanburg Methodist CollegeMay 2017 to Jul 2018
- Tiger MovingMay 2017 to Jul 2018
- Erskine CollegeAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
dba Big Money Retirement and Big Retirement
Legal name: Burgess Investment Group, LLC
$147.1MAssets managed
864Clients
11Advisers
Under 1 yearIn 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
- 7760303
- Firm CRD
- 318698