# PATRICIA HEATON PARKER, CFP

PATRICIA HEATON PARKER, CFP of ZIONSVILLE, IN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 174884
- Type: SEC-registered investment adviser
- Location: 75 N MAIN STREET, ZIONSVILLE, IN, 46077
- Phone: 8122410002
- Latest filing: 2025-08-15
- Regulatory AUM: $25.6M
- Discretionary AUM: $25.6M
- Clients: 1
- Accounts: 89

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174884/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174884/similar
- Related entities: https://search.stillhousedata.com/firm/174884/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174884

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.