Edward Heiser has been an investment adviser representative at Burgess Investment Group since May 2024, and is not listed among the firm’s executive officers or direct owners.
Burgess Investment Group, LLC is a Greenville, SC firm with $147M under management, 864 clients and 10 advisers across 7 offices, as of its September 2026 filing.
Edward Heiser is Lead Financial Advisor of Big Money Retirement Solutions. He joined the firm in 2024 and has prior experience in financial planning.
Edward Heiser’s longest registration is the current one, 2 years at Burgess Investment Group since 2024. Before joining Burgess Investment Group in 2024, Edward Heiser was registered through Mutual of Omaha Investor Services, Inc.
- – present · 2 yearsGreenville, SC · Adviser representative · Firm CRD 318698
- Mutual of Omaha Investor Services, Inc.– · under a yearSimpsonville, SC · Adviser representative · Firm CRD 611
Professional designations
Listed by Burgess Investment Group
- National Social Security Advisor (NSSA®)
Investment adviser representative registrations
Edward Heiser is registered as an investment adviser representative in South Carolina, since May 2024.
- South CarolinaSince 7 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Louis Heiser
- CRD
- 7760303
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 632 S MAIN ST, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Edward Heiser work?
Edward Heiser is an investment adviser representative registered through Burgess Investment Group, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Edward Heiser a financial advisor?
Yes. Edward Heiser has a current investment-adviser registration in South Carolina, through Burgess Investment Group since May 2024.
How many years of experience does Edward Heiser have?
Edward Heiser has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Edward Heiser passed?
Edward Heiser passed the Series 65 in August 2023.
Where did Edward Heiser work before Burgess Investment Group?
Before Burgess Investment Group, Edward Heiser was registered through Mutual of Omaha Investor Services, Inc., August 2023 to April 2024.
Where is Edward Heiser based?
Edward Heiser’s registered office is in Greenville, SC.
Is Edward Heiser registered with FINRA?
No. Edward Heiser has no current broker registration.
How can I verify Edward Heiser’s record?
Search CRD 7760303 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Heiser’s full registration record.
