Tod A. Heisler
Tod Heisler, AAMS™ Founder, The Heisler Group Financial Advisor, RJFS

Tod has more than 18 years of experience in financial planning and investment management and is the founder of The Heisler Group. His accumulated knowledge and perspective help keep his clients and their financial futures 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 strategies designed specifically for you. His investment process considers your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

As an Accredited Asset Management Specialist™, Tod has completed a course of study encompassing investments, insurance, tax, retirement and estate planning issues.

He endeavors to create long-term, meaningful relationships with the select group of clients he serves and provide them with personalized financial planning advice using the industry’s most comprehensive resources.

Tod began his career in financial services in 2006 and previously spent 16 with Edward Jones.

Originally from Etna Green, Indiana, Tod today resides in Fort Wayne. He 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 family at their lake home in Brown County, Indiana. At every opportunity, he enjoys escaping to the woods.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.