With more than 18 years of experience in financial planning and investment management, Tod Heisler of The Heisler Group, has accumulated knowledge and perspective to help keep you and your financial future on a steady course. Tod understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tod will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Tod endeavors to create long term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Tod began his career in financial services in 2006 and previously spent 16 with Edward Jones.
A native of Etna Green, IN, Tod resides in Fort Wayne. Tod and his wife Lynette are diligent supporters of the Fort Wayne Sexual Assault Center and The Mighty Acorn Foundation’s Kenyan Outreach.
Away from the office, Tod enjoys spending time with his wife Lynette and their family at their lake home in Brown County IN. At every opportunity, he enjoys escaping to his woods, a lifetime project, with his chain saws and showing Mother Nature who’s Boss.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.