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William D Heiting

Investment Adviser Representative at RETIREMENT WEALTH SOLUTIONS LLC

Marshfield, WICRD #1156475Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/1/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 6/14/1984
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/16/1987
Series 22
Direct Participation Programs Representative Examination
Passed 6/14/1984
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/1/1983

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Asset tierAnnual rate
All Values2.00%
Source

Retirement Wealth Solutions LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RETIREMENT WEALTH SOLUTIONS LLCCurrent
1/24/2022 – Marshfield, WI
EAGLE STRATEGIES LLC
6/6/2011 – 1/27/2022Marshfield, WI

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RETIREMENT WEALTH SOLUTIONS LLC

2 other advisors in the directory

Patrick John Gall
Investment Adviser Representative
Dual-registered
Alli Louette Schoengarth
Investment Adviser Representative
Investment Adviser Rep
View RETIREMENT WEALTH SOLUTIONS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William D Heiting 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.