Eric Wendt, financial advisor Rockford IL
93 score

Eric Wendt

CRD Number: 5897588
Current Firm: Heritage Way Advisors, LLC

Eric Wendt (CRD# 5897588) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Way Advisors, LLC Rockford, IL May 2008 - Current 8
Southern Illinois University Edwardsville, IL Aug 2004 - May 2008 3
Partners Bank Glen Carbon, IL Jun 2005 - Apr 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Eric M. Wendt
Phone Number: 815-397-0900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $519,057
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

FL, IL, MN, NH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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