Heritage Way Advisors, LLC

Heritage Way Advisors, LLC (CRD# 124816) is a financial advisory firm headquartered in Rockford, IL. They manage $298,227,333 in 467 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $638,602
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
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.

FL, GA, IL, MI, MN, NH, SC, TX, WI

Financial Advisors at Heritage Way Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Patrick C. McKnight
CRD#: 6217043
6845 Weaver Rd, Suite 200, Rockford, IL 61114

Patrick McKnight (CRD# 6217043) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has over 2 years of experience in the finance industry.

2
Gary F. Ollmann
CRD#: 4621372
6833 Stalter Drive, Suite 203, Rockford, IL 61108

Gary Ollmann (CRD# 4621372) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has 1 year of experience in the finance industry.

3
Michael G. Ollmann
CRD#: 6683209
6845 Weaver Rd, Suite 200, Rockford, IL 61114

Michael Ollmann (CRD# 6683209) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has over 4 years of experience in the finance industry.

4
Eric M. Wendt
CRD#: 5897588
6845 Weaver Rd, Suite 200, Rockford, IL 61114

Eric Wendt (CRD# 5897588) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has over 9 years of experience in the finance industry.

5
William Behling
CRD#: 6942885
6845 Weaver Rd, Suite 200, Rockford, IL 61114

William Behling (CRD# 6942885) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has 1 year of experience in the finance industry.

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