Donald Heatherly (CRD# 3072583) is an Investment Advisor Representative working at Hk Private Client, LLC in Naperville, IL and has over 25 years of experience in the finance industry. Donald Heatherly 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# 5648094
Highpoint Planning Partners
CRD# 4993109
Rai Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hk Private Client, LLC | Naperville, IL | Mar 2022 - Current | 1 |
| Fifth Third Private Bank | Chicago, IL | Feb 2018 - Mar 2022 | 4 |
| Unemployed | Wheaton, IL | Nov 2017 - Feb 2018 | < 1 |
| Northern Trust Bank | Wheaton, IL | Sep 2015 - Nov 2017 | 2 |
| Northern Trust Securities, Inc. | Wheaton, IL | Sep 2015 - Nov 2017 | 2 |
| Harris Investor Services, Inc. | Naperville, IL | Apr 2010 - Sep 2015 | 5 |
| Harris, Na | Naperville, IL | Jun 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
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, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management41MILLIONS
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Total Number of Accounts89ACCOUNTS
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Average Account Value$455,478
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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