PATRICIA HEATON PARKER, CFP

PATRICIA HEATON PARKER, CFP of ZIONSVILLE, IN is an SEC-registered investment adviser (CRD 174884). Regulatory assets under management: $25.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 174884
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174884 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search