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HEISTEN FINANCIAL, LLC

HEISTEN FINANCIAL, LLC

Contents

1. Company Details
2. Activities (2)
3. Officers (2)
4. Branches (0)
5. Unique Entity ID (0)
6. CIK Data (0)
7. CAGE Data (0)
8. LEI Data (0)
9. Form 5500 (4)
10. Licenses (1)
11. USAspending Awards (0)
12. Trademarks (0)
13. Reviews (0)
14. Related Companies by Officers (0)
15. Related Companies by Addresses (0)

Company Details

Name:	HEISTEN FINANCIAL, LLC
Jurisdiction:	Alaska
Legal type:	Limited Liability Company
Status:	Good Standing
Date of registration:	29 Sep 2015 (9 years ago)
Entity Number:	10032635
ZIP code:	99503
County:	Anchorage
Place of Formation:	ALASKA
Address:	3003 MINNESOTA DR STE 305, ANCHORAGE , AK 99503

Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Officers

Name	Role
Christopher Heisten	Member
Christopher Heisten	Registered Agent

Form 5500

Plan Name

Plan Year

EIN/PN

Received

Total number of participants

HEISTEN FINANCIAL 401(K) PLAN

2023

475301169

2024-04-22

3

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2015-04-15
Sponsor	HEISTEN FINANCIAL, LLC
Business code	523900
Sponsor’s telephone number	9072226270
Plan sponsor’s address	3003 MINNESOTA DRIVE, SUITE 305, ANCHORAGE, AK, 99503

Signature of

Role	Plan administrator
Date	2024-04-22
Name of individual signing	CHRIS HEISTEN

HEISTEN FINANCIAL 401(K) PLAN

2022

475301169

2023-10-10

3

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2015-04-15
Sponsor	HEISTEN FINANCIAL, LLC
Business code	523900
Sponsor’s telephone number	9072226270
Plan sponsor’s address	3003 MINNESOTA DRIVE, SUITE 305, ANCHORAGE, AK, 99503

Signature of

Role	Plan administrator
Date	2023-10-10
Name of individual signing	CHRIS HEISTEN

HEISTEN FINANCIAL 401(K) PLAN

2021

475301169

2022-10-05

3

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2015-04-15
Sponsor	HEISTEN FINANCIAL, LLC
Business code	523900
Sponsor’s telephone number	9072226270
Plan sponsor’s address	3003 MINNESOTA DRIVE, SUITE 305, ANCHORAGE, AK, 99503

Signature of

Role	Plan administrator
Date	2022-10-05
Name of individual signing	CHRIS HEISTEN

HEISTEN FINANCIAL 401(K) PLAN

2020

475301169

2021-06-01

1

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2015-04-15
Sponsor	HEISTEN FINANCIAL, LLC
Business code	523900
Sponsor’s telephone number	9072226270
Plan sponsor’s address	3003 MINNESOTA DRIVE, SUITE 305, ANCHORAGE, AK, 99503

Signature of

Role	Plan administrator
Date	2021-06-01
Name of individual signing	CHRIS HEISTEN

Licenses

Type	License Number	Status	Date of issue	Date of renewal	Expiration date	Description
Business License	1027206	Active	2015-10-13	2023-11-10	2024-12-31	LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Date of last update: 12 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development