Marisa Anne Heiden

Employer firm

Mission Creek Capital Partners, Inc. CRD 151514

$742M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2021 → 05/2021
  Unemployed
  Concord, CA
• 08/2019 → 02/2021
  Wells Fargo
  San Francisco, CA
• 08/2018 → 08/2019
  Wells Fargo
  San Francisco, CA
• 01/2018 → 08/2018
  Urban Remedy
  Berkeley, CA
• 06/2017 → 09/2017
  Acg Certified Public Accountants
  Pleasanton, CA
• 06/2015 → 06/2018
  Student
  Berkeley, CA
• 05/2021 → 01/2024
  Burton Enright Welch
  Walnut Creek, CA
• 06/2024 → Present
  Mission Creek Capital Partners, Inc.
  San Francisco, CA
• 02/2024 → 05/2024
  Unemployed
  Concord, CA

Previous Registrations

• 2021-10-30 → 2024-01-31
  Burton Enright Welch
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-29

Designations

• Certified Financial Planner

Other Names

• Marissa Anne Mead
• Marisa Anne Mead