Heber Fuger Wendin Inc.

Heber Fuger Wendin Inc. (CRD# 105668) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $4,502,563,313 in 239 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,503
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $18,839,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Heber Fuger Wendin Inc.
Showing 1 - 7 of 7 top financial advisors.
1
David G. Barnes
CRD#: 4369544
36700 Woodward Avenue, Suite 201, Bloomfield Hills, MI 48304
93
Wealthminder
score

David Barnes (CRD# 4369544) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Bloomfield Hills, MI and has over 5 years of experience in the finance industry.

2
Rebecca L. Gersonde
CRD#: 5036093
36700 Woodward Avenue, Suite 201, Bloomfield Hills, MI 48304
93
Wealthminder
score

Rebecca Gersonde (CRD# 5036093) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Bloomfield Hills, MI and has over 8 years of experience in the finance industry.

3
Donald B. Jeffery
CRD#: 5766270
36700 Woodward Avenue, Suite 201, Bloomfield Hills, MI 48304
93
Wealthminder
score

Donald Jeffery (CRD# 5766270) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Bloomfield Hills, MI and has 27 year of experience in the finance industry.

4
Kenneth B. Jeffery
CRD#: 5766278
36700 Woodward Avenue, Suite 201, Bloomfield Hills, MI 48304
93
Wealthminder
score

Kenneth Jeffery (CRD# 5766278) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.

5
Richard H. Wendin
CRD#: 5766287
36700 Woodward Avenue, Suite 201, Bloomfield Hills, MI 48304
93
Wealthminder
score

Richard Wendin (CRD# 5766287) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Bloomfield Hills, MI and has over 8 years of experience in the finance industry.

6
Gary L. Altman
CRD#: 6891828
Calcite Credit Union, 478 N. Third Street, Rogers City, MI 49779
87
Wealthminder
score

Gary Altman (CRD# 6891828) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Rogers City, MI and has 1 year of experience in the finance industry.

7
John E. Oberdick
CRD#: 1112333
36700 Woodward Avenue, Suite 201, Bloomfield Hills, MI 48304
76
Wealthminder
score

John Oberdick (CRD# 1112333) is an Investment Advisor Representative working at Heber Fuger Wendin Inc. in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.

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