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Gregory A. Heaton

WISDOM FINANCIAL SERVICES, L.L.C.·GENESEO, Illinois
Series 7, Series 66Clean record26 years registeredWISDOM FINANCIAL SERVICES, L.L.C.
1043 SOUTH OAKWOOD AVE, GENESEO, IL 61254CRD# 2789066Firm CRD# 127385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory A. Heaton · GENESEO, IL
Registration
CRD #2789066 · WISDOM FINANCIAL SERVICES, L.L.C. · 26 years registered
Brand Profile
Not yet started
01

Career History

WISDOM FINANCIAL SERVICES, L.L.C.
Oct 2003 – present
VERAVEST INVESTMENT ADVISORS, INC.
Jul 2000 – Nov 2003
DES PLAINES, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 20, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WISDOM FINANCIAL SERVICES, L.L.C.
CRD 127385 · SEC 801-112566
AUM
$578M
Regulatory assets under management
Employees
16
1,348 client accounts
Services offered by WISDOM FINANCIAL SERVICES, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WISDOM FINANCIAL SERVICES, L.L.C. →
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05

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 at WISDOM FINANCIAL SERVICES, L.L.C.

Justin Michael Heaton
GENESEO, IL
Curtis J Ford
GENESEO, IL
James H Nash
GENESEO, IL
Michael Anthony Wiegand
GENESEO, IL
John William Bean
GENESEO, IL
Robert N Nash
GENESEO, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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