Gregory Heaton, financial advisor Geneseo IL

Gregory Heaton

CRD Number: 2789066
Current Firm: Wisdom Financial Services, LLC

Gregory Heaton (CRD# 2789066) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Wisdom Financial Services, LLC Geneseo , IL Jul 2003 - Current 20
Greg Heaton Agency (formerly Family Wealth Concepts) Geneseo, IL Jan 2002 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for Gregory A. Heaton
Phone Number: 309-944-1117
Registered State(s):
  • IL
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    578
    MILLIONS
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $428,961
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, MN, MO, NH, TN, TX, WI

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