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Inactive

Heather Elizabeth Fulton

Planning Alternatives Ltd

Jackson, WY

Birmingham, MI

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Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2025-12-16
  • WY RA
    APPROVED
    Since 2025-12-16

Branch Locations

50 W Broadway Suite 103, Jackson, WY 83001 • United States

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • 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
Fisher Investments Camas WA 05/2014 09/2020
Wells Fargo Clearing Services, Llc Tarpon Springs FL 04/2024 12/2025
Us Bank Portland OR 09/2020 01/2024
Unemployement Jackson WY 01/2024 04/2024
Planning Alternatives Birmingham MI 12/2025 Present
  • 05/2014 → 09/2020
    Fisher Investments
    Camas, WA
  • 04/2024 → 12/2025
    Wells Fargo Clearing Services, Llc
    Tarpon Springs, FL
  • 09/2020 → 01/2024
    Us Bank
    Portland, OR
  • 01/2024 → 04/2024
    Unemployement
    Jackson, WY
  • 12/2025 → Present
    Planning Alternatives
    Birmingham, MI
Previous Registrations
Other Businesses

Rental Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
S65 Uniform Investment Adviser Law Examination 2014-06-24
  • S66 Uniform Combined State Law Examination
    2024-09-16
  • S65 Uniform Investment Adviser Law Examination
    2014-06-24
Designations

View on SEC IAPD

Other Firms

INCOME FOCUS PORTFOLIO MANAGEMENT
GREYBULL ADVISORS, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
SCOTT CAPITAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GRUPP FINANCIAL LLC

Other Investors

DAVID N ELAN
Arik B. Griffin
ELIZABETH WATSON MILLET
Josephine Lucille Schmillen
Scott Jennings
CHARLES FINLAY MOYER
ALIX LEE STORRER
GREGORY DAVID SCOTT

Other Offices

INCOME FOCUS PORTFOLIO MANAGEMENT · JACKSON, WY
GREYBULL ADVISORS, LLC · JACKSON, WY
EDWARD JONES · JACKSON, WY
WELLS FARGO CLEARING SERVICES, LLC · JACKSON, WY
SCOTT CAPITAL PARTNERS · JACKSON, WY
CETERA INVESTMENT ADVISERS LLC · JACKSON, WY
STATE FARM INVESTMENT MANAGEMENT CORP. · JACKSON, WY
CETERA INVESTMENT ADVISERS LLC · JACKSON, WY

More in Jackson, WY

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