Liza Heisey
Investment adviser representative at Master's Wealth Management Inc.
20 yearsExperience
1 stateRegistered in
$589.5MFirm assets
2 yearsFirm 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
- Pension consulting
Experience
20 years in the industry.
- Master's Wealth Management Inc.Sep 2025 to now
- Lincoln Financial Distributors, Inc.Jun 2024 to Jul 2025
- Grove City CollegeSep 2020 to May 2024
- Cornerstone Christian SchoolAug 2006 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Master's Wealth Management Inc.
$589.5MAssets managed
434Clients
9Advisers
2 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
- 7947028
- Firm CRD
- 328693