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Michael David Heatwole

THE DALA GROUP, LLC·HOFFMAN ESTATES, Illinois
SIE, Series 7, Series 66CFPClean record13 years registeredTHE DALA GROUP, LLC
2815 FORBS AVE, SUITE 107, HOFFMAN ESTATES, IL 60192CRD# 6120770Firm CRD# 291828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Heatwole · HOFFMAN ESTATES, IL
Registration
CRD #6120770 · THE DALA GROUP, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

THE DALA GROUP, LLC
Mar 2018 – present
WADDELL & REED
Jan 2013 – Mar 2018
OAK BROOK, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 8, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE DALA GROUP, LLC
CRD 291828 · SEC 801-127948
AUM
$128M
Regulatory assets under management
Employees
4
753 client accounts
Services offered by THE DALA GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE DALA GROUP, LLC →
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Frequently Asked Questions

What services does Michael David Heatwole offer?
Michael David Heatwole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOFFMAN ESTATES, Illinois for a consultation.
What are Michael David Heatwole's credentials?
Michael David Heatwole holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael David Heatwole located?
Michael David Heatwole is based in HOFFMAN ESTATES, Illinois, working with THE DALA GROUP, LLC. Their office serves clients in the HOFFMAN ESTATES metropolitan area and surrounding communities.
How does Michael David Heatwole charge for services?
Michael David Heatwole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE DALA GROUP, LLC?
THE DALA GROUP, LLC has approximately 4 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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