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Matthew E Heitman

National Wealth Management Group, LLC

Cincinnati, OH

Cincinnati, OH

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Current Employers
National Wealth Management Group, Llc

11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-12
KY RA APPROVED 2025-07-31
  • OH RA
    APPROVED
    Since 2025-09-12
  • KY RA
    APPROVED
    Since 2025-07-31

Branch Locations

11260 Chester Rd Ste 250, Cincinnati, OH 45246 • United States

11260 Chester Road Suite 250, Cincinnati, OH 45246-0002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Covington KY 09/2013 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2018
Fifth Third Securities Cincinnati OH 07/2018 01/2019
Fifth Third Bank Cincinnati OH 07/2018 01/2019
Ameriprise Financial Services, Inc. Cincinnati OH 01/2019 07/2019
Key Private Bank Dayton OH 07/2019 06/2024
Fi3 Advisors Indianapolis IN 06/2024 07/2025
National Wealth Management Group, Llc Cincinnati OH 07/2025 Present
  • 09/2013 → 07/2018
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 07/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2018 → 01/2019
    Fifth Third Securities
    Cincinnati, OH
  • 07/2018 → 01/2019
    Fifth Third Bank
    Cincinnati, OH
  • 01/2019 → 07/2019
    Ameriprise Financial Services, Inc.
    Cincinnati, OH
  • 07/2019 → 06/2024
    Key Private Bank
    Dayton, OH
  • 06/2024 → 07/2025
    Fi3 Advisors
    Indianapolis, IN
  • 07/2025 → Present
    National Wealth Management Group, Llc
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-11
S63 Uniform Securities Agent State Law Examination 2014-05-07
  • S66 Uniform Combined State Law Examination
    2014-11-11
  • S63 Uniform Securities Agent State Law Examination
    2014-05-07
Designations
Other Names
  • Matthew Erik Heitman
  • Matthew E Heitman

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED

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JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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