Bill Heart

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 01/2024
  Woodbury Financial Services
  Oak Brook, IL
• 01/2024 → 09/2025
  Osaic Wealth, Inc.
  Oakbrook Terrace, IL
• 09/2025 → Present
  Lpl Financial Llc
  Downers Grove, IL

Previous Registrations

• 2024-01-19 → 2025-09-15
  Osaic Wealth, Inc.
  Oakbrook Terrace, IL
• 2007-09-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakbrook Terrace, IL
• 2002-02-28 → 2007-09-11
  1717 Capital Management Company
  Lombard, IL
  Downers Grove, IL

Other Businesses

1. 09/2025 - Bill Heart - Ebay Sales - Internet Sales - Not Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Prospect, IL 60056 - OBA Start Date: 01/01/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-18
• S63 Uniform Securities Agent State Law Examination
  1999-08-20

Other Names

• Vaseilios Heart
• Bill Heart