Christopher Jay Heaster

Employer firm

Wealthkare.cOm, Inc. CRD 115111

$137M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2006 → Present
  Wealthkare.COm
  Mount Union, PA
• 08/2006 → Present
  American Assets Financial Corporation
  Mount Union, PA
• 01/2019 → 10/2023
  Ria Wealth Solutions, Llc
  Mount Union, PA

Other Businesses

(1) 08/2006 TO PRESENT, American Assets Financial Corporation, MOUNT UNION, PA, INSURANCE SALES, INSURANCE AGENT. (2) 05/2014 TO PRESENT; GET MORE RETIREMENT, LLC; MOUNT UNION, PA; EDUCATIONAL COMPANY; PARTIAL OWNER. (3) 01/2026 TO PRESENT; Mount Union Area School District; MOUNT UNION, PA; Non-Profit Organization; Assistant Director; Less than 5% of total time spent on activity- not compensated.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-28
• S63 Uniform Securities Agent State Law Examination
  2005-08-02

Designations

• Certified Financial Planner