Lance Stephen Heisler
Investment Adviser Representative at Element Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lance Stephen Heisler is an investment adviser representative with Element Wealth, LLC in Theodore, AL, where they have been registered since 2019, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Alabama, Florida, and Mississippi.
Registrations & licenses
- Investment adviser:
- Alabama, Florida, Mississippi
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pinnacle TrustOct 2015 – Jul 2019Madison, MS
- Element Wealth, LLCJul 2019 – no end date reportedRidgeland, MS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Element Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Non-Retirement: First $1,000,0001.00%
- Non-Retirement: Next $4,000,0000.75%
- Non-Retirement: Over $5,000,0000.50%
- Retirement Plans $5,000,000 and under1.00%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, Social Security optimization, financial planning, asset management, and legacy planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ridgeland, MS
- SEC file number:
- 801-61758
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Element Wealth, LLC
11 other advisors in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lance Stephen Heisler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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