Benjamin W. Heiler, CFP®
CERTIFIED FINANCIAL PLANNER™
Ben has over 7 years of experience in the financial services industry. He delivers comprehensive wealth management solutions that include a variety of account types including managed investment accounts for individuals and charitable organizations, IRAs, and revocable/irrevocable trusts. He has built his client relationships on a foundation of high integrity and prudent capital markets guidance while providing superior client communications and service. His approach to portfolio construction is sound, uncomplicated and emphasizes diversification across all asset classes and security types.
Ben earned his B.S. degree from Illinois State University, where he majored in Finance and minored in Accounting. He holds his Series 7 and 66 securities registrations held with LPL Financial, as well as his Life, Health, and Long-Term Care insurance licenses.
Ben also holds the CERTIFIED FINANCIAL PLANNER™ certification. (Only an estimated 20% of Financial Advisors hold the CFP® certification)