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Heather Marie Coulter

WHEATON WEALTH PARTNERS, LLC·WHEATON, Illinois
Series 6, Series 63Clean record16 years registeredWHEATON WEALTH PARTNERS, LLC
316 W. ROOSEVELT RD., WHEATON, IL 60187CRD# 4207040Firm CRD# 153638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Marie Coulter · WHEATON, IL
Registration
CRD #4207040 · WHEATON WEALTH PARTNERS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
Jan 2023 – present
COYLE FINANCIAL COUNSEL, LLC
Mar 2016 – Jan 2023
GLENVIEW, IL
WHEATON WEALTH PARTNERS, LLC
Jul 2010 – Feb 2016
WHEATON, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · July 1, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHEATON WEALTH PARTNERS, LLC
CRD 153638 · SEC 801-73106
AUM
$78M
Regulatory assets under management
Employees
4
371 client accounts
Services offered by WHEATON WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHEATON WEALTH PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Heather Marie Coulter offer?
Heather Marie Coulter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are Heather Marie Coulter's credentials?
Heather Marie Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Marie Coulter located?
Heather Marie Coulter is based in WHEATON, Illinois, working with WHEATON WEALTH PARTNERS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Heather Marie Coulter charge for services?
Heather Marie Coulter'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 WHEATON WEALTH PARTNERS, LLC?
WHEATON WEALTH PARTNERS, LLC has approximately 4 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHEATON WEALTH PARTNERS, LLC

John Gardner Finley
WHEATON, IL
Robert Kennedy O'dell
WHEATON, IL

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