Andrew Steven Heifer

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 05/2006 → Present
  Pinnacle Finance Llc
  Reading, PA
• 02/2009 → 12/2016
  Pinnacle Capital Advisors, Llc
  Reading, PA
• 01/2017 → 02/2024
  Virtue Capital Management, Llc
  Nashville, TN
• 03/2019 → Present
  Still Shining, Llc
  Reading, PA
• 02/2024 → Present
  Creativeone Wealth
  Overland Park, KS

Previous Registrations

• 2017-01-04 → 2024-02-12
  Virtue Capital Management, Llc
  Reading, PA
  Brentwood, TN
• 2009-05-07 → 2016-12-31
  Pinnacle Capital Advisors, Llc
  Reading, PA
  Reading, PA
  Shillington, PA

Other Businesses

PINNACLE FINANCE LLC;, Title: MEMBER, Description: , Start Date: 05-01-2006, Address:  READING, PA, Investment-related? NO, Hours per month: 5, During trading hours: 1 STILL SHINING, LLC; , Title: 50% OWNER, Description: DISTILLERY OF MOONSHINE, Start Date: 07-25-2019, Address: READING, PA, Investment-related? NO, Hours per month: 20-30, During trading hours: 8

Exams

• S66 Uniform Combined State Law Examination
  1998-03-26

Other Names

• Andy Heifer