George Heathcote (CRD# 5394655) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mazomanie, WI and has over 16 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group, Inc. | Houston, TX | Mar 2022 - Current | 2 |
| National Social Security Association, LLC | Cincinnati, OH | Aug 2021 - Current | 2 |
| The Krause Agency, Inc. | De Pere, WI | Apr 2021 - Current | 3 |
| Rv Seasonal Storage, LLC | Mazomanie, WI | Aug 2020 - Current | 3 |
| Premier Fms | Wauwatosa,, WI | Mar 2019 - Current | 5 |
| Ridgeline Lodge | Mazomanie, WI | Sep 2016 - Current | 7 |
| World Financial Group | Madison, WI | Jul 2007 - Current | 16 |
| Dba Micro Business Benefits | Mazomanie, WI | Dec 2005 - Current | 18 |
| Rental Property | Mazomanie, WI | Mar 1986 - Current | 38 |
| College Funding Solutions, Inc. | Salem, OR | Aug 2019 - Mar 2022 | 2 |
| Heartland Institute For Financial Education | Greenwood Village, CO | Nov 2015 - Mar 2022 | 6 |
| Madison Christian Generosity Council | Madison, WI | Sep 2015 - Mar 2022 | 6 |
| Transamerica Financial Advisors, Inc. | Madison, WI | Jan 2012 - Mar 2022 | 10 |
| Community Living Alliance | Madison, WI | Nov 2016 - Feb 2019 | 2 |
| Amspirit Business Connections | Columbus, OH | Oct 2014 - Aug 2015 | < 1 |
| Business Networking International | Parma, MI | Oct 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
-
Total Assets Under Management3,522MILLIONS
-
Total Number of Accounts17,352ACCOUNTS
-
Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.