Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Alan Wamsganz

Heisten Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Alan Wamsganz

Scott Alan Wamsganz is an investment advisor representative with Heisten Financial, LLC. Scott is registered with the state of Alaska. Scott has been in the industry for over 10 years and is a licensed investment advisor representative with experience in financial planning and portfolio management for individuals. Scott also serves as an assistant coach for TEAM ALASKA, a hockey team in Anchorage, Alaska.

Firm Information

Scott Wamsganz is currently registered with Heisten Financial, LLC. Heisten Financial, LLC is an investment advisor based in Anchorage, AK. The firm manages $168,715,791 in assets for 490 clients. Heisten Financial provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Heisten Financial, LLC

3003 MINNESOTA DRIVE

ANCHORAGE, AK 99503

$168.72M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Wamsganz’s Registration & Firm History

AK

10/30/2024 - Present

Heisten Financial, LLC (ANCHORAGE AK)

Not sure if Scott Alan Wamsganz is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Alan Wamsganz.
Not sure if Scott Alan Wamsganz is right for you?