Gregory A. Heaton
Investment adviser representative at Wisdom Financial Services, L.L.C.
24 yearsExperience
3 statesRegistered in
$779.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Wisdom Financial Services, L.L.C.Jul 2003 to now
- Greg Heaton Agency (formerly Family Wealth Concepts)Jan 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, TX).
Wisdom Financial Services, L.L.C.
$779.2MAssets managed
1,518Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2789066
- Firm CRD
- 127385