Brandon Thomas Heitzman

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

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

• 05/2025 → Present
  Heitzman & Associates, Inc.
  Grand Rapids, MI
• 10/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2020 → 08/2021
  Ag Search
  Conklin, MI
• 05/2023 → 08/2024
  G & T Industries
  Byron Center, MI
• 01/2022 → 05/2025
  Northern Michigan University
  Marquette, MI
• 08/2015 → 06/2021
  St. Anthony Of Padua / Grand Rapids West Catholic
  Grand Rapids, MI
• 08/2021 → 05/2025
  Northern Michigan University
  Marquette, MI
• 05/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 05/2025 → Present
  Canvas Financial
  San Francisco, CA

Other Businesses

Heitzman & Associates, Inc.; inv rel; same as branch; Insurance Services; Employee; start date=05/2025; hrs/mo=160; trading hrs/mo=130; Administrative duties, document handling, hardware & software troubleshooting, client meeting scheduling * dba Canvas Financial; inv rel; 38 Keyes Ave Ste 125, San Francisco, CA 94129; DBA; Associate; start date=05/2025; hrs/mo=160; trading hrs/mo=160; No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2026-04-24