John
Heisler
Quaker Wealth Management LLC
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About this Advisor
John Heisler is a certified financial planner operating in Moorestown, New Jersey who has 5 years of industry experience. Heisler works at Quaker Wealth Management LLC. Over the course of their career, Heisler has held roles at Summit Brokerage Services, Summit Financial Group and Quaker Wealth Management. Heisler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Quaker Wealth Management LLC is a registered investment firm based out of Moorestown, NJ. It controls $299 million in assets under management between its 1,168 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,168 customer accounts, 38% are associated with high-net-worth individuals who have more than $1 million in assets. Quaker Wealth Management LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Quaker Wealth Management LLC 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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Quaker Wealth Management LLC Brokerage Details
$299,171,313
8
1,168
$256,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Heisler Work History
John has been registered as a financial advisor for 5 years.*
Quaker Wealth Management
Summit Brokerage Services
Summit Financial Group
*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 John Heisler 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 Quaker Wealth Management LLC
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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.
