Stacy Heistand has been Chief Compliance Officer, Financial Advisor, Partner of Asset Strategy Retirement Plan Consultants since August 2020, is a control person of the firm and directly owns between 25% and 50% of it. Stacy Heistand holds a Degree in Finance from Pennsylvania State University at Harrisburg.
Asset Strategy Retirement Plan Consultants, LLC is a Camp Hill, PA firm with $116M under management, 242 clients and 4 advisers in one office, as of its March 2026 filing.
Stacy Heistand is Financial Advisor and Partner of Asset Strategy Retirement Plan Consultants. He has more than 20 years of experience in the retirement plan marketplace, supporting clients with investment advisory and retirement plan advice, from overseeing plan design to conducting employee education programs, and advising individuals on wealth management. He launched his career at Merrill Lynch, then joined Alliance Benefit Group, where he managed client services. After building a book of retirement plan business at a local Lancaster County community bank, he reunited with Clark Frese at Asset Strategy as a senior consultant.
Stacy Heistand’s longest registration is the current one, 16 years at Asset Strategy Retirement Plan Consultants since 2009. Before joining Asset Strategy Retirement Plan Consultants in 2009, Stacy Heistand was registered through Asset Strategy Consultants LLC and Asset Strategy Retirement Consultants, LLC.
- Asset Strategy Consultants LLC– · 9 yearsHunt Valley, MD · Adviser representative · Firm CRD 110800
- – present · 16 yearsCamp Hill, PA · Adviser representative · Firm CRD 147982
- Asset Strategy Consultants LLC– · 5 yearsMechanicsburg, PA · Adviser representative · Firm CRD 110800
- Asset Strategy Retirement Consultants, LLC– · 1 yearWayland, MA · Adviser representative · Firm CRD 139879
- Financial Network Investment Corporation– · 3 yearsLancaster, PA · Adviser representative · Firm CRD 13572
- Invesmart Advisors Inc– · 1 yearMechanicsburg, PA · Adviser representative · Firm CRD 108731
Professional designations
Listed by Asset Strategy Retirement Plan Consultants
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- Qualified Plan Financial Consultant (QPFC)
Investment adviser representative registrations
Stacy Heistand is registered as an investment adviser representative in Pennsylvania, since November 2009.
- PennsylvaniaSince 5 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 12 August 2003 |
| Series 66 | Uniform Combined State Law Examination | 2 November 2001 |
| Series 7 | General Securities Representative Examination | 13 April 1998 |
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stacy Stephen Heistand
- CRD
- 3000436
- Firm
- Asset Strategy Retirement Plan Consultants · CRD 147982
- Role
- Chief Compliance Officer, Financial Advisor, Partner
- Office
- 3425 SIMPSON FERRY RD, SUITE 204, Camp Hill, PA 17011
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asrpc.com
Where does Stacy Heistand work?
Stacy Heistand has been Chief Compliance Officer, Financial Advisor, Partner of Asset Strategy Retirement Plan Consultants, LLC since August 2020, and is a control person of the firm.
Is Stacy Heistand a financial advisor?
Yes. Stacy Heistand has a current investment-adviser registration in Pennsylvania, through Asset Strategy Retirement Plan Consultants since November 2009.
How many years of experience does Stacy Heistand have?
Stacy Heistand has 23 years in the financial industry, since January 2003, across 5 adviser firms.
What exams has Stacy Heistand passed?
Stacy Heistand has passed 3 licensing exams: the Series 7, Series 66 and Series 26. The earliest, the Series 7, was passed in April 1998.
Where did Stacy Heistand work before Asset Strategy Retirement Plan Consultants?
Before Asset Strategy Retirement Plan Consultants, Stacy Heistand was registered through Asset Strategy Retirement Consultants, LLC, July 2007 to December 2008; Financial Network Investment Corporation, April 2004 to May 2007; Invesmart Advisors Inc, July 2002 to November 2003.
Where is Stacy Heistand based?
Stacy Heistand’s registered office is in Camp Hill, PA.
Is Stacy Heistand registered with FINRA?
No. Stacy Heistand has no current broker registration.
Is Stacy Heistand a CFP?
Asset Strategy Retirement Plan Consultants lists Stacy Heistand with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stacy Heistand’s record?
Search CRD 3000436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacy Heistand’s full registration record.
