Doug Heilman, financial advisor Grand Rapids MI
96 score

Doug Heilman

CRD Number: 6176745
Current Firm: Waddell & Reed
Compensation Model: Fee Only
Douglas Heilman (CRD# 6176745) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Gadget-lab Hudsonville, MI Jun 2015 - Current 1
Gr Business Breakfast Grand Rapids, MI Feb 2015 - Current 1
Heilman Group LLC Wyoming, MI Jan 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Wyoming, MI Sep 2013 - Current 3
Waddell & Reed Inc. Grand Rapids, MI Mar 2013 - Current 3
Rivertree Community Church Wyoming, MI Sep 2012 - Current 4
Farmers Insurance Caledonia, MI Sep 2006 - Sep 2013 7
Qst Consultations Ltd Allendale, MI Dec 2002 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Doug Heilman
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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