Gregory
Heaton
Wisdom Financial Services, L.L.C
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About this Advisor
Gregory Heaton is a financial advisor based in Geneseo, Illinois with 20 years of industry experience. Heaton works at Wisdom Financial Services, L.L.C. Over the course of their career, they have held roles at Wisdom Financial Services, LLC and Greg Heaton Agency (Formerly Family Wealth Concepts). Heaton holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois, Iowa and Texas. Wisdom Financial Services, L.L.C is an advisory business that has its headquarters in Geneseo, IL. The investment advisory business has offices in three locations and a total of 15 financial advisors. It administers $501 million in assets under management across its 3,106 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Wisdom Financial Services, L.L.C performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely are based on which service is provided. However, fee types billed by Wisdom Financial Services, L.L.C can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wisdom Financial Services, L.L.C Brokerage Details
$501,132,210
15
3,106
$161,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Heaton Work History
Gregory has been registered as a financial advisor for 20 years.*
Wisdom Financial Services, LLC
Greg Heaton Agency (Formerly Family Wealth Concepts)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Heaton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wisdom Financial Services, L.L.C
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
Geneseo, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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