HEISSLER FINANCIAL, LLC

HEISSLER FINANCIAL, LLC of GRESHAM, OR is an SEC-registered investment adviser (CRD 158497). Regulatory assets under management: $2.5M.

Registration

• CRD: 158497
• Type: Registered investment adviser
• Location: 320 N MAIN AVE, GRESHAM, OR, 97030
• Phone: 503-492-1556
• Latest filing: 2026-01-20
• Regulatory AUM: $2.5M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158497 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search