Benjamin William Heiler

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

• 01/2015 → 02/2021
  Heartland Bank And Trust Company
  Bloomington, IL
• 12/2015 → Present
  Lpl Financial, Llc
  Oswego, IL
• 02/2021 → Present
  Decatur Earthmover Credit Union
  Oswego, IL

Other Businesses

1. 02/12/2019 - Silver Creek Gaming Lounge, Inc. - Other-Rep's Family business - Not investment related - 305 E. South St. Freeport, IL. - Start date:01/03/2019 - 15 Hours Per Month/0 Hours During Securities Trading. 2. 6/25/2021 - My Retirement Suite - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/16/2021 - 40 Hours Per Month/6 Hours During Securities Trading. 3. 06/16/2025 - My Retirement Suite - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/16/2021 - 220 Hours Per Month/ During Trading 4. 06/30/2025 - Earth Mover Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/01/2021 - 220 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-04-28

Designations

• Certified Financial Planner