Heritage Way Advisors, LLC
Heritage Way Advisors, LLC (CRD# 124816) is a financial advisory firm headquartered in Rockford, IL. They manage $153,640,744 in 296 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management154MILLION
Total Number of Accounts296ACCOUNTS
Average Account Value$519,057
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MN, NH, TX
Eric Wendt (CRD# 5897588) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has over 6 years of experience in the finance industry.
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.