Colleen
Henes
Waverly Advisors, LLC
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About this Advisor
Colleen Henes is a financial advisor based in Oak Brook, Illinois, working with Waverly Advisors, LLC. Colleen has previously held positions at Hedeker Wealth Management Group, Henes Law Firm, Huck Bouma Pc, Strategiq Financial Group, LLC, and Waverly Advisors, LLC. Colleen has passed the Series 65 regulatory exam and is registered to provide services in Illinois, Indiana, and Texas. Currently, Colleen is part of Waverly Advisors, LLC, which operates out of Oak Brook, Illinois. The firm has 18 offices and 153 employees. The firm manages assets totaling $11.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$11,379,745,311
153
15,983
$711,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Colleen Henes Work History
Waverly Advisors, LLC
Strategiq Financial Group, LLC
Huck Bouma Pc
Hedeker Wealth Management Group
Henes Law Firm
Disclosures
Please visit the SEC profile of Colleen Henes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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