Asst Vice President/director · Praxis Investment Management, Inc.
Kristen M. Heisey
CRD 8061510 · Named on Form ADV at one SEC-registered adviser
At a glance
Praxis Investment Management, Inc., an SEC-registered asset manager based in Goshen, IN with $3.3 billion in regulatory assets, lists Kristen M. Heisey on its Form ADV as Asst Vice President/director, a control person.
Firms and roles
- Praxis Investment Management, Inc.Asst Vice President/directorAsset manager · Goshen, IN · $3.3B in regulatory assets
AtlasMembers
Kristen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Rodney D DillerVice President/director, Praxis Investment Management, Inc.
- Chad M. HorningAsst Secretary/director, Praxis Investment Management, Inc.
- Kenneth D. HochstetlerPresident/director, Praxis Investment Management, Inc.
- Brian M. KubickiSecretary/chief Compliance Officer, Praxis Investment Management, Inc.
- Katherine J. Glick MillerAsst Secretary, Praxis Investment Management, Inc.
4 more people named with Kristen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.