H
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2011
- Office Locations
- 1
Office Locations
320 N Main AVE Suite 211 Gresham OR
About Heissler Financial, LLC
Heissler Financial, LLC is a fee-only Oregon RIA focused on retirement planning and ongoing portfolio management, built around creating durable lifetime income rather than “beating the market.” Led by Ed Heissler (CFP®, ChFC®, CLU®) with 30+ years’ experience, the firm serves individuals including high-net-worth clients, using diversified portfolios that can include ETFs and mutual funds under a fiduciary standard.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
E
EDGAR HEISSLER
Chief Operating Officer, Owner
- CRD
- #1329925
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,500,000 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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