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Thomas Charles Kayser

HERITAGE WAY ADVISORS, L.L.C.·ROCKFORD, Illinois
Unclaimed Profile
6833 STALTER DRIVE, ROCKFORD, IL 61108CRD# 5321023Firm CRD# 124816
01

About

Thomas Charles Kayser is a registered financial advisor based in ROCKFORD, Illinois, affiliated with HERITAGE WAY ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HERITAGE WAY ADVISORS, L.L.C.
HERITAGE WAY ADVISORS, L.L.C.
AUM
$368M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HERITAGE WAY ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5321023
Firm CRD# 124816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Charles Kayser offer?
Thomas Charles Kayser specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROCKFORD, Illinois for a consultation.
What are Thomas Charles Kayser's credentials?
Thomas Charles Kayser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Charles Kayser located?
Thomas Charles Kayser is based in ROCKFORD, Illinois, working with HERITAGE WAY ADVISORS, L.L.C.. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Thomas Charles Kayser charge for services?
Thomas Charles Kayser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE WAY ADVISORS, L.L.C.?
HERITAGE WAY ADVISORS, L.L.C. has approximately 6 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCKFORD
Gary Floyd Ollmann — HERITAGE WAY ADVISORS, L.L.C.Joan Gardner Ollmann — HERITAGE WAY ADVISORS, L.L.C.Richard Archer Oglesby — HERITAGE WAY ADVISORS, L.L.C.Marlene Carol Kayser — HERITAGE WAY ADVISORS, L.L.C.Kathryn Lynn Troutner Calagui — SAVANT CAPITAL, LLC
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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