Heather
Aeschliman
Founders Financial Securities LLC
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About this Advisor
Heather Aeschliman is a financial advisor who works out of Brighton, Michigan who has 1 year of relevant experience. Aeschliman is an employee of Founders Financial Securities LLC. Their career trajectory has included roles at Right At Home Care, America Group Retirement Strategy Centers, Lpl Financial, LLC, Mass Mutual Life Insurance Company, Ae Wealth Management, LLC, Ae Financial Services, LLC, Strickler Jones Financial Group, Mass Mutual Investors Services, Jones Retirement Advisors, LLC and Founders Financial Securities LLC. Aeschliman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Michigan and Texas. Founders Financial Securities LLC is a registered investment company headquartered in Towson, MD. The company has offices in 63 locations and a total of 138 people on staff. It has $2 billion in assets under management among its 16,137 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 16,137 accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by Founders Financial Securities LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
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
Heather Aeschliman Work History
Heather has been registered as a financial advisor for 1 years.*
Founders Financial Securities LLC
Jones Retirement Advisors, LLC
Ae Wealth Management, LLC
Ae Financial Services, LLC
Mass Mutual Life Insurance Company
Strickler Jones Financial Group
Mass Mutual Investors Services
America Group Retirement Strategy Centers
Lpl Financial, LLC
Right At Home Care
*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 Heather Aeschliman 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 Founders Financial Securities, LLC
Newark, DE
Delaware, OK
Finksburg, MD
Anderson, IN
Towson, MD
Brighton, MI
Martinsburg, WV
Jenison, MI
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.
