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Liza Heisey

Master'S Wealth Management Inc.

Leola, PA

CRD 7947028

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Employer firm

Master's Wealth Management Inc. CRD 328693

$590M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Master'S Wealth Management Inc.

1415 E Oregon Rd, Leola, PA 17540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-06
  • PA RA
    APPROVED
    Since 2025-12-06

Branch Locations

1415 E Oregon Rd, Leola, PA 17540 • 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
Lincoln Financial Distributors, Inc. Hartford CT 06/2024 07/2025
Cornerstone Christian School Manchester CT 08/2006 06/2020
Grove City College Grove City PA 09/2020 05/2024
Master's Wealth Management Inc. Lancaster PA 09/2025 Present
  • 06/2024 → 07/2025
    Lincoln Financial Distributors, Inc.
    Hartford, CT
  • 08/2006 → 06/2020
    Cornerstone Christian School
    Manchester, CT
  • 09/2020 → 05/2024
    Grove City College
    Grove City, PA
  • 09/2025 → Present
    Master's Wealth Management Inc.
    Lancaster, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05
Other Names
  • Liza Kearney

View on SEC IAPD

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