Donald Heatherly, financial advisor Naperville IL

Donald Heatherly

CRD Number: 3072583
Current Firm: Hk Private Client, LLC

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.

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Professional Designations
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
Disclosure Information

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
Contact Info for Donald G. Heatherly
Phone Number: 630-219-3441
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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