Eric Allen Heiting

Current Employers

Employment History

• 04/1998 → 06/2018
  New York Life Insurance Company
  Madison, WI
• 04/1998 → 06/2018
  Nylife Securities Inc.
  Madison, WI
• 08/2006 → 06/2018
  Physician Wealth Strategies Llc
  Madison, WI
• 03/2005 → 06/2018
  Eagle Strategies Llc
  Madison, WI
• 06/2018 → 09/2025
  Central Wealth Management, Llc
  Madison, WI
• 08/2020 → Present
  Pmmsf Partners, Llc
  Madison, WI
• 06/2025 → 02/2026
  Atlas
  Madison, WI
• 02/2026 → Present
  Central Wealth Management, Llc
  Madison, WI

Previous Registrations

• 2025-06-24 → 2026-01-30
  Atlas
  Madison, WI
  Frisco, TX
• 2018-06-19 → 2025-09-10
  Central Wealth Management Llc
  Madison, WI
• 2005-03-07 → 2018-06-21
  Eagle Strategies Llc
  Marshfiled, WI
  Madison, WI
  Marshfield, WI
  Madison, WI

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5 HRS/MONTH; 1111 DEMING WAY, SUITE 103 MADISON, WI; COMPENSATION: COMMISSIONS] [SUGARCOAT DESIGN; FAMILY BUSINESS INVOLVED IN GRAPHIC DESIGN; DOES NOT TAKE PART IN ANY DAY TO DAY ACTIVITIES; OWNER; COMPENSATION: FEES] [Fox Valley Pro Basketball Inc; Oshkosh Arena; Planning to invest my personal money into this private offering investment.; Fox Valley Pro Basketball, Inc. 2370 State Road 44, Suite A, Oshkosh, WI 54904; Start Date 09/2017; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Vario Equity LLC; Role/Title: Managing Director; Start Date 06/2018; investment related; 5 hours per month during trading hours; private equity firm] [POLCO, Inc., 8001 Terrace Ave, Middleton, WI; Board Member; offers governance leadership and advisory services to venture capital firm; start date 06/2021; investment related; 3 hours a month; 3 hours during trading hours.] [CENTRAL WEALTH MANAGEMENT, LLC; MANAGING PRINCIPAL / CCO; 06/2018; INVESTMENT RELATED; 120 HOURS PER MONTH DURING TRADING HOURS] [PMMSF PARTNERS, LLC; MANAGING PRINCIPAL / CCO; 08/2020; INVESTMENT RELATED; 40 HOURS PER MONTH DURING TRADING HOURS] [FIRST RESPONDER HOLDING COMPANY; INVESTMENT-RELATED; ARROWHEAD, CA; INVESTOR; 1/14/2022; 0 HRS/MO; PERSONAL INVESTMENT] [FIVE AND DIME VENTURES, LLC; OWNER & MANAGING DIRECTOR; INVESTMENT-RELATED; MADISON, WI; VENTURE CAPITAL FUND DESIGNED TO INVEST IN POLCO; START DATE 2023; APPROX. 10 HRS/MO DURING BUSINESS HOURS; RAISING MONEY AND COMMUNICATING WITH INVESTORS REGARDING INVESTMENT INFORMATION.] [AMERICAN PROVENANCE II, INC.; NOT INVESTMENT-RELATED; MOUNT HOREB, WI; BOARD OBSERVER; START DATE: 08/2023; APPROXIMATELY 2 HRS/MO DURING TRADING HOURS; PROVIDE GOVERNANCE AND ADVICE AS BOARD OBSERVER FOR A PERSONAL CARE PRODUCTS AND PRODUCTION/MANUFACTURING FIRM.] [REVOPSIS THERAPEUTICS; INVESTMENT RELATED; SPRINGFIELD, IL; VENTURE CAPITAL/BIOPHARMACEUTICAL COMPANY; CONSULTANT; START DATE: 2/2024; APPROXIMATELY 1-2 HRS/MO DURING TRADING HOURS; PROVIDE BUSINESS ADVISE AND CONSULTING SERVICES.] [VARIO AMERICAN CENTER, LLC; INVESTMENT RELATED; MADISON, WI; MANAGING PARTNER; START DATE: 3/2019; APPROXIMATELY 2 HRS/MO DURING TRADING HOURS; REAL ESTATE INVESTMENT COMPANY (PROJECT OF VARIO EQUITY, LLC, GP).] [VARIO BAKERS PLACE, LLC; INVESTMENT RELATED; MADISON, WI; MANAGING PARTNER; START DATE: 3/2022; APPROXIMATELY 2 HRS/MO DURING TRADING HOURS; REAL ESTATE INVESTMENT COMPANY (PROJECT OF VARIO EQUITY, LLC, GP).] [VARIO SPONSOR, LLC; INVESTMENT RELATED; MADISON, WI; MANAGING PARTNER; START DATE: 10/2022; APPROXIMATELY 1 HR/MO DURING TRADING HOURS; REAL ESTATE INVESTMENT COMPANY.] [BAKERS PLACE SPONSOR, LLC; INVESTMENT RELATED; MADISON, WI; REAL ESTATE INVESTMENT COMPANY; LLC MEMBER; COMMENCEMENT 2/2022; 25 W. MAIN ST., STE 500, MADISON, WI 53703; APPROXIMATELY 2-5 HRS/MO; APPROXIMATELY 1-3 HRS/MO DURING TRADING HOURS]

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-13
• S63 Uniform Securities Agent State Law Examination
  1998-06-18

Designations

Other Names

• Eric A Heiting