Ian Eric Heller

Current Employers

Employment History

• 09/2017 → 07/2019
  The Ayco Company, L.P./Mercer Allied
  Deerfield, IL
• 08/2013 → 05/2017
  Indiana University
  Bloomington, IN
• 05/2017 → 09/2017
  Unemployed
  Melville, NY
• 08/2019 → 12/2021
  Altair Advisers
  Chicago, IL
• 02/2022 → 03/2024
  Cresset
  Chicago, IL
• 03/2024 → 04/2025
  Klingman & Associates
  New York, NY
• 04/2025 → 03/2026
  Heller Wealth Management
  Melville, NY
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL
• 01/2022 → 01/2022
  Unemployed
  Chicago, IL

Previous Registrations

• 2018-10-03 → 2019-07-16
  Goldman Sachs Wealth Services, L.P.
  Deerfield, IL

Other Businesses

Savant Wealth Management acquired the assets of Heller Wealth Management, an SEC-registered investment adviser, effective 03/31/2026. Heller Wealth Management will continue to operate during a transition period, during which Mr. Heller will serve as a Wealth Advisor. Following the transition, the investment adviser registration of Heller Wealth Management will be withdrawn.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Designations