Colleen Henes, financial advisor Oak Brook IL

Colleen Henes

CRD Number: 6290404
Current Firm: Waverly Advisors, LLC

Colleen Henes (CRD# 6290404) is an Investment Advisor Representative working at Waverly Advisors, LLC in Oak Brook, IL and has over 9 years of experience in the finance industry. Colleen Henes 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
Waverly Advisors, LLC Oak Brook, IL Jan 2024 - Current < 1
Strategiq Financial Group, LLC Merrillville, IN Apr 2017 - Current 6
Huck Bouma Pc Wheaton, IL Jun 2016 - Mar 2017 < 1
Hedeker Wealth Management Group Lincolnshire, IL Jan 2014 - Jun 2016 2
Henes Law Firm Chicago, IL Apr 2012 - Jun 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Colleen M. Henes
Phone Number: 205-871-3334
Registered State(s):
  • IL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    7,895
    MILLIONS
  • Total Number of Accounts
    9,647
    ACCOUNTS
  • Average Account Value
    $818,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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