Mark Heffel, financial advisor Beloit WI

Mark Heffel

CRD Number: 2417525
Current Firm: Cetera Investment Advisers LLC

Mark Heffel (CRD# 2417525) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Beloit, WI and has over 30 years of experience in the finance industry.

Similar Advisors
Jon Aldrich, financial advisor Beloit WI
Jon L. Aldrich
CRD# 5115121
Focus Financial Advisors
Similar Advisors
Allison Alexander, financial advisor Beloit WI
Allison A. Alexander
CRD# 6311988
Savant Wealth Management
Similar Advisors
Herbert Allen, financial advisor Beloit WI
Herbert F. Allen
CRD# 2168057
Harbour Investments, Inc.
Company Name Location Dates Years
Cetera Investment Advisers LLC Beloit, WI Jan 2014 - Current 10
Cetera Investment Services LLC St Cloud, MN Nov 2011 - Current 12
First National Bank Beloit, WI Oct 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for Mark S. Heffel
Phone Number: 888-528-2987
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Mark Heffel and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.