George Edward Heathcote

Current Employers

Employment History

• 07/2007 → 07/2025
  World Financial Group
  Madison, WI
• 12/2005 → Present
  Dba Micro Business Benefits
  Mazomanie, WI
• 03/1986 → Present
  Rental Property
  Mazomanie, WI
• 01/2012 → 03/2022
  Transamerica Financial Advisors, Inc
  Madison, WI
• 09/2015 → 03/2022
  Madison Christian Generosity Council
  Madison, WI
• 11/2015 → 03/2022
  Heartland Institute For Financial Education
  Greenwood Village, CO
• 09/2016 → Present
  Ridgeline Lodge
  Mazomanie, WI
• 11/2016 → 02/2019
  Community Living Alliance
  Madison, WI
• 03/2019 → Present
  Premier Fms
  Wauwatosa,, WI
• 08/2019 → 03/2022
  College Funding Solutions, Inc.
  Salem, OR
• 08/2020 → Present
  Rv Seasonal Storage, Llc
  Mazomanie, WI
• 04/2021 → 07/2025
  The Krause Agency, Inc.
  De Pere, WI
• 08/2021 → 07/2025
  National Social Security Association, Llc
  Cincinnati, OH
• 03/2022 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  Madison, WI

Previous Registrations

• 2022-03-30 → 2025-07-10
  Next Financial Group, Inc.
  Mazomanie, WI
  Houston, TX
  Madison, WI
  Houston, TX
  Milwaukee, WI
• 2012-01-06 → 2022-03-31
  Transamerica Financial Advisors, Llc
  Madison, WI
  Madison, WI
• 2008-08-19 → 2012-01-06
  Investment Advisors International, Inc.
  Madison, WI

Other Businesses

1. 07/10/2025- George E Heathcote- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/01/2020- 2 Hours Per Month-1 Hour During Trading 2. 07/10/2025- RV Seasonal Storage, LLC- Real Estate Rental- INV Related- At Mazomanie, WI - Start date 08/01/2020- 10 Hours Per Month 3. 07/10/2025- Premier FMS- Outside/W-2 Employment- Not INV Related- Home Based- Start date 03/01/2019- 80 Hours Per Month 4. 07/10/2025- Shepherd Financial Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/30/2022- 30 Hours Per Month- 15 Hours During Trading 5. 07/10/2025- Heathcote Micro Business Benefits- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/01/2005- 160 Hours Per Month- 120 Hours During Trading 6. 07/10/2025- Ridgeline Lodge-Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 09/01/2016- 1 Hour Per Month 7. 11/05/2025 - Sierra Ridge Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 1 hour per month/ during trading 8. 11/05/2025 - Seirra Ridge Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 1 hour per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-16
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Other Names

• George Edward Heathcote
• George Edward Heathcote