Chelsea
Heintschel
Mpm Wealth Advisors
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About this Advisor
Chelsea Heintschel is a certified financial planner working in Holland, Ohio with 8 years of relevant experience. Heintschel is an employee of Mpm Wealth Advisors. Over the course of their career, they have held roles at Root Inc and Mpm Wealth Advisors, Inc. Heintschel holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Illinois, Ohio and Texas. Mpm Wealth Advisors is a firm headquartered in Holland, OH. It has offices in 11 locations and a total of 20 advisors. It manages $665 million in total assets among its 2,483 customer accounts, making it one of the larger firms in the nation by assets under management. The firm serves two charities and foundations. Of its 2,483 accounts, 24% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Mpm Wealth Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice largely depend on the type of financial services provided. Fee types billed by Mpm Wealth Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mpm Wealth Advisors Brokerage Details
$665,000,151
20
2,483
$267,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Chelsea Heintschel Work History
Chelsea has been registered as a financial advisor for 8 years.*
Mpm Wealth Advisors, Inc
Root 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 Chelsea Heintschel 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 Mpm Wealth Advisors
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Grand Rapids, MI
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Holland, OH
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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.
