Michael HeatwoleCRD Number: 6120770
Current Firm: Waddell & Reed
Michael Heatwole (CRD# 6120770) is an Investment Advisor Representative working at Waddell & Reed in Elgin, IL and has over 4 years of experience in the finance industry. Michael Heatwole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Bni||Elgin, IL||Oct 2015 - Current||2|
|The Salvation Army||Elgin, IL||Sep 2014 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||Carpentsville, IL||Oct 2012 - Current||5|
|Waddell & Reed, Inc.||Schaumburg, IL||Sep 2012 - Current||5|
|Bni||Elgin, IL||Oct 2014 - Sep 2015||< 1|
|Baldridge Assoc. Str Eng||Palatine, IL||May 2010 - Jan 2013||2|
|Epstein||Chicago, IL||Mar 2006 - May 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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