Advisor at Retirement Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Wealth Solutions LLC
Location
Marshfield, WI 54449
Credentials
Series 63, Series 66
Industry experience
42 years
William Heiting is a financial advisor with Retirement Wealth Solutions LLC in Marshfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance. Outside of advising, he serves on the board of the Marshfield Area Community Foundation and participates in financial strategic planning for the Diocese of La Crosse. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm uses asset allocation as a core framework and incorporates various techniques including dollar-cost averaging and technical analysis, emphasizing risk management and tax awareness in its process.
Fixed fees for financial planning projects range from $2,500 to $50,000 per project
Up to 2.00% per annum
Hourly financial planning fees range from $250 to $500 per hour, $2,500 minimum
Minimum fee: Minimum annual platform fee of $50 may be charged if managed assets fall below $125,000 (applicable to Envestnet platform clients) Fee-only: Financial planning services offered via fixed fees ($2,500 to $50,000 per project) or hourly fees ($250 to $500 per hour, $2,500 minimum)
110 East 2 Nd Street
Marshfield, WI 54449
Wisconsin
Retirement Wealth Solutions LLC
2019 - Present (7 years)
Eagle Strategies (NY Life)
2011 - 2022 (11 years)
Heiting Insurance Agency LLC
2005 - Present (21 years)
Nylife Securities Inc.
1982 - 2022 (40 years)
New York Life insurance
1972 - 2022 (50 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Marshfield, WI
Retirement Wealth Solutions LLC
CFP®, ChFC®, Series 63
Marshfield, WI
Retirement Wealth Solutions LLC
Series 63, Series 65
Marshfield, WI
Harbour Investments, Inc.
Series 66
Marshfield, WI
Harbour Investments, Inc.
Series 63, Series 66
Marshfield, WI
OSAIC
Series 63
Marshfield, WI
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")