George
Heathcote
Next Financial Group, Inc
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About this Advisor
George Heathcote is a financial advisor based in Mazomanie, Wisconsin, working with Next Financial Group, Inc. George has previously held positions at World Financial Group, Dba Micro Business Benefits, Rental Property, Business Networking International, Transamerica Financial Advisors, Inc, Amspirit Business Connections, Madison Christian Generosity Council, Ridgeline Lodge, Community Living Alliance, Premier Fms, College Funding Solutions, Inc, Rv Seasonal Storage, LLC, National Social Security Association, LLC, Next Financial Group, Inc, The Krause Agency, Inc, and Heartland Institute For Financial Education. George has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, George is part of Next Financial Group, Inc, which operates out of Mazomanie, Wisconsin. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
George Heathcote Work History
Next Financial Group, Inc
National Social Security Association, LLC
The Krause Agency, Inc
Rv Seasonal Storage, LLC
Premier Fms
Ridgeline Lodge
World Financial Group
Dba Micro Business Benefits
Rental Property
College Funding Solutions, Inc
Community Living Alliance
Madison Christian Generosity Council
Heartland Institute For Financial Education
Amspirit Business Connections
Transamerica Financial Advisors, Inc
Business Networking International
Disclosures
Please visit the SEC profile of George Heathcote 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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