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HERITAGE WAY ADVISORS, L.L.C.
HERITAGE WAY ADVISORS, L.L.C.
ROCKFORD, Illinois
·
10 registered advisors
·
CRD# 124816
SEC# 801-61739
0
815-397-0900
01
Firm Overview
AUM
$368M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HERITAGE WAY ADVISORS, L.L.C.
10 registered advisors
Carol M Kayser
ROCKFORD, Illinois
CRD# 7085370
Eric Michael Wendt
ROCKFORD, Illinois
CRD# 5897588
Gary Floyd Ollmann
ROCKFORD, Illinois
CRD# 4621372
Joan Gardner Ollmann
ROCKFORD, Illinois
CRD# 4621377
Marlene Carol Kayser
ROCKFORD, Illinois
CRD# 5321034
Michael Gardner Ollmann
ROCKFORD, Illinois
CRD# 6683209
Patrick Carl Mcknight
ROCKFORD, Illinois
CRD# 6217043
Richard Archer Oglesby
ROCKFORD, Illinois
CRD# 3178564
Thomas Charles Kayser
ROCKFORD, Illinois
CRD# 5321023
Thomas C Kayser
ROCKFORD, Illinois
CRD# 7239569
05
Office Locations
ROCKFORD, Illinois
10 advisors
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Data sourced from SEC Form ADV filings. HERITAGE WAY ADVISORS, L.L.C. (CRD# 124816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.