Mary Heitzman, Cfp®
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Mary Heitzman, Cfp® Email & Phone Number

Financial Planner at LPL Financial
Location: Grand Rapids, Michigan, United States 8 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
LPL Financial
Role
Financial Planner
Location
Grand Rapids, Michigan, United States
Company size
7900 employees

Who is Mary Heitzman, Cfp®? Overview

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Quick answer

Mary Heitzman, Cfp® is listed as Financial Planner at LPL Financial, a with 7900 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Mary Heitzman, Cfp®.

Mary Heitzman, Cfp® previously worked as Sr. Financial Planning Associate at Lpl Financial and Registered Representative at Success Financial Group. Mary Heitzman, Cfp® holds Bachelor Of Science, Business, Senior from Aquinas College.

Company email context

Email format at LPL Financial

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LPL Financial

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Profile bio

About Mary Heitzman, Cfp®

Mary Heitzman, Cfp® is a Financial Planner at LPL Financial.

Current workplace

Mary Heitzman, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Financial Planner
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
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8 roles

Mary Heitzman, Cfp® work experience

A career timeline built from the work history available for this profile.

Sr. Financial Planning Associate

Current
Lpl Financial
Mar 2023 - Present

Registered Representative

Success Financial Group
Aug 2020 - Mar 2023

Office Assistant

Success Financial Group

Grandville, Mi

Nov 2018 - Aug 2020

Client Services Coordinator

Forest Hills Financial, Inc.

Greater Grand Rapids, Michigan Area

Jun 2018 - Nov 2018

Safety And Sustainability Intern

Herman Miller

Zeeland Michigan

• Developed critical thinking skills through group collaboration around the idea of Universal Design• Analyzed data and pulled reports together involving waste data• Learned how to be innovative through creating a circular economy plan for paint

May 2017 - Jun 2018

Manufacturing Associate

Herman Miller

Spring Lake, Mi

May 2016 - Aug 2016

Manufacturing Associate

Herman Miller

Zeeland, Mi

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

TS Taylor Stieve Taylor Stieve Colleague at Lpl FinancialCharlotte Metro, United States View → LS Lourdes Sanchez Lourdes Sanchez Colleague at Lpl FinancialYonkers, New York, United States View → JB Jontai Blanding Jontai Blanding Colleague at Lpl FinancialUnited States View → NW Nick Watson Nick Watson Colleague at Lpl FinancialCary, North Carolina, United States View → TF Titus Ford Titus Ford Colleague at Lpl FinancialHuntersville, North Carolina, United States View → KS Kendall Stanaland Kendall Stanaland Colleague at Lpl FinancialLubbock, Texas, United States View → BF Benjamin F. Benjamin F. Colleague at Lpl FinancialMiddletown, Rhode Island, United States View → LK Lynn Kaye Cfp(R), Cima(R) Lynn Kaye Cfp(R), Cima(R) Colleague at Lpl FinancialAfton, Minnesota, United States View → GH Greg Hoskins Greg Hoskins Colleague at Lpl FinancialGreater Chicago Area, United States View → RS Robert Strickland Robert Strickland Colleague at Lpl FinancialRock Hill, South Carolina, United States View →
1 education record

Mary Heitzman, Cfp® education

  • Aquinas College
    Aquinas College
    Senior
FAQ

Frequently asked questions about Mary Heitzman, Cfp®

Quick answers generated from the profile data available on this page.

What company does Mary Heitzman, Cfp® work for?

Mary Heitzman, Cfp® works for LPL Financial.

What is Mary Heitzman, Cfp®'s role at LPL Financial?

Mary Heitzman, Cfp® is listed as Financial Planner at LPL Financial.

Where is Mary Heitzman, Cfp® based?

Mary Heitzman, Cfp® is based in Grand Rapids, Michigan, United States while working with LPL Financial.

What companies has Mary Heitzman, Cfp® worked for?

Mary Heitzman, Cfp® has worked for Lpl Financial, Success Financial Group, Forest Hills Financial, Inc., and Herman Miller.

Who are Mary Heitzman, Cfp®'s colleagues at LPL Financial?

Mary Heitzman, Cfp®'s colleagues at LPL Financial include Taylor Stieve, Lourdes Sanchez, Jontai Blanding, Nick Watson, and Titus Ford.

How can I contact Mary Heitzman, Cfp®?

You can use AeroLeads to view verified contact signals for Mary Heitzman, Cfp® at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Mary Heitzman, Cfp® attend?

Mary Heitzman, Cfp® holds Bachelor Of Science, Business, Senior from Aquinas College.

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