Michael Heatwole (CRD# 6120770) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has over 11 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Dala Group, LLC | Hoffman Estates, IL | Mar 2018 - Current | 6 |
| Michael Heatwole | Carpentersville, IL | Jan 2017 - Current | 7 |
| Various Insurance Carriers For W & R Insurance Agencies | Carpentsville, IL | Oct 2012 - Current | 11 |
| Bni | Elgin, IL | Oct 2017 - Oct 2019 | 2 |
| Waddell & Reed, Inc. | Schaumburg, IL | Sep 2012 - Mar 2018 | 5 |
| Bni | Elgin, IL | Oct 2014 - Sep 2015 | < 1 |
| The Salvation Army | Elgin, IL | Sep 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- IL
- TX
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Total Assets Under Management128MILLIONS
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Total Number of Accounts753ACCOUNTS
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Average Account Value$169,817
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
FL, IL, TX, WI
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