Samantha Lynn Heflin
Investment adviser representative at Slp Wealth
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$63.7MFirm 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
Experience
13 years in the industry.
- Slp WealthJun 2025 to now
- Apella Capital, LLC d/b/a Apella WealthJul 2023 to Jun 2025
- Inspired FinancialJun 2021 to Jun 2023
- DominoesApr 2020 to Sep 2020
- University of Georgia Transportation ServicesOct 2018 to May 2021
- UnemployedAug 2018 to Oct 2018
- BurlingtonDec 2017 to Aug 2018
- CulversNov 2016 to Dec 2017
- UnemployedJul 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, GA, TX).
Slp Wealth
Legal name: Slp Wealth LLC
$63.7MAssets managed
1,657Clients
14Advisers
3 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
- 7787291
- Firm CRD
- 325631