CO
Chelsea Ohm Heintschel
CRD 6544213
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Modern Portfolio Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Modern Portfolio Management Inc
Partner, Vice President, Chief Operating Officer & Secretary · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗