Gregory A. Heaton

Employer firm

Wisdom Financial Services, L.l.c. CRD 127385

$779M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Wisdom Financial Services, L.L.C.

1043 South Oakwood Ave, Geneseo, IL 61254 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-05-23
IA	RA	APPROVED	2005-07-13
IL	RA	APPROVED	2003-10-06

TX RA
APPROVED

Since 2011-05-23
IA RA
APPROVED

Since 2005-07-13
IL RA
APPROVED

Since 2003-10-06

Branch Locations

445 U.S. Highway 6 Eas, Geneso, IL 61254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wisdom Financial Services, Llc	Geneseo	IL	07/2003	Present
Greg Heaton Agency (Formerly Family Wealth Concepts)	Geneseo	IL	01/2002	Present

07/2003 → Present

Wisdom Financial Services, Llc

Geneseo , IL
01/2002 → Present

Greg Heaton Agency (Formerly Family Wealth Concepts)

Geneseo, IL

Previous Registrations

2000-07-20 → 2003-11-04

Veravest Investment Advisors, Inc.

Des Plaines, IL

Other Businesses

AGENT; INSURANCE AGENT FOR FIXED LIFE, FIXED ANNUITY,LONG TERM CARE AND GROUP HEALTH INSURANCE. STARTED 12/1985 Sole Proprietor- Greg Heaton Agency, 1043 South Oakwood Ave, Geneseo, IL. Sells insurance products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-05-27

S66 Uniform Combined State Law Examination

2000-05-27

Other Names

Gregory Allan Heaton

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