Clint A Heisler

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2011 → 11/2024
  Northwestern Mutual Investment Services, Llc
  Fort Wayne, IN
• 10/2010 → 11/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2026 → Present
  Savvy
  Greenwood, IN
• 01/2016 → 11/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2024 → 05/2026
  Lpl Financial Llc
  Greenwood, IN

Previous Registrations

• 2024-12-03 → 2026-06-16
  Lpl Financial Llc
  Greenwood, IN
• 2014-11-13 → 2024-12-03
  Northwestern Mutual Investment Services, Llc
  Fort Wayne, IN
  Greenwood, IN
• 2024-11-18 → 2024-11-19
  Lpl Financial Llc
  Greenwood, IN

Other Businesses

1 - GWA Financial Services LLC DBA WealthHaus - WealthHaus is DBA for Savvy (entity for Savvy) GWA Financial Services LLC is entity - Investment Related - Advisor - At Reported Business location(s) - Start Date 11/15/2024 - 160 Hours Per Month/ During Trading 2 - Financial Independence Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/23/2026 - 10-20 hours per week / 5 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-11
• S63 Uniform Securities Agent State Law Examination
  2012-02-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant