Terrence Michael Heafey

Current Employers

Employment History

• 12/2009 → 07/2017
  Investment Planners, Inc.
  Decatur, IL
• 12/2009 → 07/2017
  Ipi Asset Management, Inc.
  Decatur, IL
• 07/2017 → Present
  4Wealth Advisors, Inc.
  Burr Ridge, IL
• 07/2017 → 01/2021
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 12/2009 → Present
  Brickwork Financial Planning, Ltd
  Orland Park, IL

Previous Registrations

• 2009-12-10 → 2017-08-01
  Ipi Wealth Management, Inc.
  Orland Park, IL
  Orland Park, IL
• 2008-01-01 → 2009-12-10
  Wells Fargo Clearing Services, Llc
  Palos Heights, IL
• 2000-12-27 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Palos Heights, IL
  Palos Heights, IL
  St. Louis, MO

Other Businesses

1. 4Wealth Financial Group, Inc.-10710 WEST 143RD STREET, SUITE 12, ORLAND PARK, IL 60462. DBA FOR FINANCIAL SERVICES. 160 HOURS/8 HOURS DURING MARKET HOURS. 2. Licensed Insurance Agent. Not Investment Related. 10710 WEST 143RD STREET, SUITE 12, ORLAND PARK, IL 60462. Life Insurance. Insurance Agent. 08/2017. 5 Hrs/Mo; All During Trading Hours. Placing Life Insurance for Clients. 3. PALOS CONSOLIDATED ELEMENTARY SCHOOL DISTRICT 118 SCHOOL BOARD MEMBER; NOT INVESTMENT RELATED; 8800 WEST 119TH STREET PALOS PARK, IL 60464; SCHOOL DISTRICT; BOARD MEMBER; 04/2018; 6 HOURS/MONTH; 2 HOURS/MONTH DURING SECURITIES HOURS; OVERALL OVERSIGHT OF THE SCHOOL DISTRICTS OPERATIONS. 4. Brickwork Financial Planning-Investment related-10710 West 143rd St, Ste. 12, Orland Park, IL 60462-Financial Planning-President-4/25/2018-12 hrs/mth-12 during trading hrs-Comprehensive financial planning for hard-dollar consulting fees.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22
• S63 Uniform Securities Agent State Law Examination
  1996-07-26

Designations

Other Names

• Terry Heafey