Eric Kurt Heineman

Employer firm

Vision Casting Financial Planning, LLC CRD 313535

$14.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• FINANCIAL EDUCATION

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

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

Current Employers

Employment History

• 10/2018 → 06/2021
  Trinity Presbyterian Church
  San Carlos, CA
• 01/2015 → 09/2018
  Trinity Presbyterian Church
  San Carlos, CA
• 07/2021 → Present
  Vision Casting Financial Planning, Llc
  Spokane, WA

Other Businesses

Credo, Finance Faculty. The business is not investment related. The address: 2000 Market St, Philadelphia, PA 19103. The program provides wellbeing education to Presbyterian Pastors. This started in 2024. I devote 2 weeks a year to this work.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-30

Designations

• Certified Financial Planner