Katelin Renee Heise
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCMar 2026 to now
- Florida Financial Advisors, LLCOct 2025 to now
- Florida Financial Advisors dba Texas Financial AdvisorsOct 2025 to now
- Orangetheory Fitness San AngeloJul 2022 to Oct 2025
- Concho Valley GymnasticsMay 2022 to Jul 2022
- Angelo State UniversityAug 2020 to Dec 2024
- Frenship High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
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
- 8178102
- Firm CRD
- 288811