MATTHEW E HEITMAN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with NATIONAL WEALTH MANAGEMENT GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 2025-07-31 | present | Yes |
| FI3 FINANCIAL ADVISORS, LLC | 2024-06-19 | 2025-07-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2019-02-13 | 2019-07-17 | — |
| FIFTH THIRD SECURITIES, INC. | 2018-08-02 | 2018-11-30 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2018-08-21 | — |
| STRATEGIC ADVISERS LLC | 2014-11-11 | 2018-07-13 | — |