Eugene
Heitman

Avantax Advisory Services

CRD#4116387
Investment Advisor
in Punta Gorda, FL

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About this Advisor

Eugene Heitman is a certified financial planner who works in Punta Gorda, Florida who has 6 years of relevant experience. Heitman is currently employed by Avantax Advisory Services. Over the course of their career, Heitman has held roles at Symetra Investment Services, Inc, Cpa Financial Advisor Inc, Cetera Advisor Networks, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency LLC, First Allied Securities, Inc and Fixed Indexed Annuities. Heitman holds a Series 63 license, qualifying them as a securities representative, and is registered to work in Florida. Avantax Advisory Services is a financial advisory company headquartered in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in total assets among its 123,393 customer accounts, making it one of the largest firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically vary depending on the type of services. Fees billed by Avantax Advisory Services likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2120 Kings Hwy Suite 220
Punta Gorda, FL 33980

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

FL Average: $3,042,739,679
Total Number of Employees

2,433

FL Average: 49
Total Number of Accounts

123,393

FL Average: 2,315
Average Account Size

$250,972

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eugene Heitman Work History

Eugene has been registered as a financial advisor for 6 years.*

2021 - Present (3 years)

Fixed Indexed Annuities

2016 - Present (8 years)

Avantax Investment Services, Inc

2016 - Present (8 years)

Avantax Advisory Services

2016 - Present (8 years)

Avantax Insurance Agency LLC

2012 - Present (12 years)

Cpa Financial Advisor Inc

2015 - 2016 (1 year)

Cetera Advisor Networks, LLC

2013 - 2015 (2 years)

First Allied Securities, Inc

2006 - 2013 (7 years)

Symetra Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eugene Heitman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Matthew Strough
Irving, TX
Mark Petracca
Mount Arlington, NJ
Michael Tedeschi
Johnstown, PA
Denissia Gordon
Dallas, TX
Jeanne Helmar
Lansdale, PA
Elisabeth Baldwin
Irving, TX
Frederick Jackson
Irving, TX
James Woodall
Coppell, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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