Michael Heatwole, financial advisor Elgin IL
93 score

Michael Heatwole

CRD 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 3 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.

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Professional Designations
Company Name Location Dates Years
Bni Elgin, IL Oct 2015 - Current 1
The Salvation Army Elgin, IL Sep 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Carpentsville, IL Oct 2012 - Current 4
Waddell & Reed, Inc. Schaumburg, IL Sep 2012 - Current 4
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
Contact Info for Michael D. Heatwole
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • CA
  • FL
  • IL
  • LA
  • MI
  • MN
  • NJ
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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