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Edgar Heissler

Heissler Financial, LLC

Gresham, OR

CRD 1329925

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Employer firm

Heissler Financial, LLC CRD 158497

$2.50M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Heissler Financial, Llc

320 N Main Ave Suite 211, Gresham, OR 97030 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-21
  • OR RA
    APPROVED
    Since 2026-01-21

Branch Locations

320 N Main Ave Suite 211, Gresham, OR 97030 • 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
Heartland Institute Aurora CO 01/2006 Present
  • 01/2006 → Present
    Heartland Institute
    Aurora, CO
Previous Registrations
  • 2011-08-23 → 2017-12-31
    Heissler Financial, Llc
    Gresham, OR
  • 2001-04-03 → 2011-07-28
    Securities America Advisors, Inc.
    Gresham, OR
Other Businesses

Teach financial literacy classes for northwest companies

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-04-01
  • S63 Uniform Securities Agent State Law Examination
    1985-04-01
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

NATIONS FINANCIAL GROUP, INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC

Nearby Investors

AARON DREW SANSTRUM
Daniel Wanous
Jennifer Alsman

Nearby Offices

NATIONS FINANCIAL GROUP, INC. · Gresham, OR
EDWARD JONES · GRESHAM, OR
EDWARD JONES · GRESHAM, OR

More in Gresham, OR

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