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Gregory A. Heaton

WISDOM FINANCIAL SERVICES, L.L.C.·GENESEO, Illinois
Unclaimed Profile
1043 SOUTH OAKWOOD AVE, GENESEO, IL 61254CRD# 2789066Firm CRD# 127385
01

About

Gregory A. Heaton is a registered financial advisor based in GENESEO, Illinois, affiliated with WISDOM FINANCIAL SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WISDOM FINANCIAL SERVICES, L.L.C.
WISDOM FINANCIAL SERVICES, L.L.C.
AUM
$578M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WISDOM FINANCIAL SERVICES, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 2789066
Firm CRD# 127385
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory A. Heaton offer?
Gregory A. Heaton specializes in Financial Planning, Investment Management. Contact their office in GENESEO, Illinois for a consultation.
What are Gregory A. Heaton's credentials?
Gregory A. Heaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory A. Heaton located?
Gregory A. Heaton is based in GENESEO, Illinois, working with WISDOM FINANCIAL SERVICES, L.L.C.. Their office serves clients in the GENESEO metropolitan area and surrounding communities.
How does Gregory A. Heaton charge for services?
Gregory A. Heaton's firm is compensated through percentage of aum, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISDOM FINANCIAL SERVICES, L.L.C.?
WISDOM FINANCIAL SERVICES, L.L.C. has approximately 16 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GENESEO
John William Bean — WISDOM FINANCIAL SERVICES, L.L.C.James H Nash — WISDOM FINANCIAL SERVICES, L.L.C.Robert N Nash — WISDOM FINANCIAL SERVICES, L.L.C.Curtis J Ford — WISDOM FINANCIAL SERVICES, L.L.C.Justin Michael Heaton — WISDOM FINANCIAL SERVICES, L.L.C.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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