Jeffrey Allan Heilman

Employer firm

Ausdal Financial Partners, Inc. CRD 7995

$3.73B regulatory AUM 665 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
ADVICE ON UMA PLATFORMS

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

Current Employers

Ausdal Financial Partners, Inc.

5187 Utica Ridge Rd, Davenport, IA 52807 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2018-07-19

IL RA
APPROVED

Since 2018-07-19

Branch Locations

Midlothian, IL • United States

3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Ausdal Financial Partners, Inc.	Midlothoan	IL	01/2009	Present

01/2009 → Present

Ausdal Financial Partners, Inc.

Midlothoan, IL

Other Businesses

INSURANCE SALES; INVESTMENT RELATED; MIDLOTHIAN, IL INSURANCE SALES; AGENT; ACTIVITY BEGAN IN 03/1992; I DEVOTE LESS THAN ONE HOUR PER MONTH TO THIS ACTIVITY AND NONE DURING TRADING HOURS; SALE OF INSURANCE PRODUCTS. Life insurance licensed 3/24/1992.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-31
S63	Uniform Securities Agent State Law Examination	1992-04-28

S65 Uniform Investment Adviser Law Examination

1996-10-31
S63 Uniform Securities Agent State Law Examination

1992-04-28

Designations

Chartered Financial Consultant

View on SEC IAPD