Stacy Stephen Heistand

Employer firm

Asset Strategy Retirement Plan Consultants, LLC CRD 147982

$116M regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Asset Strategy Retirement Plan Consultants, Llc
  Mechanicsburg, PA
• 01/2016 → Present
  Asset Strategy Consultants, Llc
  Hunt Valley, MD

Previous Registrations

• 2016-09-19 → 2026-02-25
  Asset Strategy Consultants Llc
  Hunt Valley, MD
• 2008-03-10 → 2013-11-20
  Asset Strategy Consultants Llc
  Harrisburg, PA
  Mechanicsburg, PA
• 2007-07-09 → 2008-12-09
  Asset Strategy Advisors, Llc
  Wayland, MA
• 2004-04-22 → 2007-05-31
  Cetera Wealth Services, Llc
  Lancaster, PA
• 2002-07-02 → 2003-11-25
  Invesmart Advisors Inc
  Mechanicsburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2001-11-02

Designations

• Certified Financial Planner

Other Names

• Stacy S Heistand