Mary Heitzman, Cfp®
AeroLeads people directory · profile

Mary Heitzman, Cfp® Email & Phone Number

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

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
Financial Planner
Location
Grand Rapids, Michigan, United States
Company size
7900 employees

Who is Mary Heitzman, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

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

This section adds company-level context without repeating Mary Heitzman, Cfp®'s masked contact details.

LPL Financial

Review company-level records connected to Mary Heitzman, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
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
AeroLeads page
Company profile
View company profile Email format
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 →

MR Mike Robbins Mike Robbins Colleague at Lpl Financial Tampa, Florida, United States, United States View → PS Philip Speier Philip Speier Colleague at Lpl Financial United States, United States View → TS Taylor Stieve Taylor Stieve Colleague at Lpl Financial Charlotte Metro, United States View → AN Alyssa Niren Alyssa Niren Colleague at Lpl Financial San Diego, California, United States, United States View → CA Clairsean Alexander-Floyd Clairsean Alexander-Floyd Colleague at Lpl Financial Charlotte, North Carolina, United States, United States View → JP Jacob Pape Jacob Pape Colleague at Lpl Financial Prairie Du Sac, Wisconsin, United States, United States View → GS George Smith George Smith Colleague at Lpl Financial United States, United States View → MW Meg Weidauer Meg Weidauer Colleague at Lpl Financial El Cajon, California, United States, United States View → EV Elizabeth Villa, Ms Elizabeth Villa, Ms Colleague at Lpl Financial Greater Phoenix Area, United States View → KK Kyle Knell Kyle Knell Colleague at Lpl Financial San Diego, California, United States, 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 Mike Robbins, Philip Speier, Taylor Stieve, Alyssa Niren, and Clairsean Alexander-Floyd.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.