Douglas Karl Heilman
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Bcs Partners LLC dba Embark Financial PartnersAug 2022 to now
- LPL Financial LLCJul 2021 to now
- W Western Suite 250, LLCMar 2020 to Jul 2021
- Bcs Partners LLCJul 2017 to Jul 2021
- Grace Bible CollegeJan 2017 to Jan 2017
- Kuyer CollegeSep 2016 to Nov 2020
- Friends & Families of Cystic FibrosisAug 2015 to Jul 2021
- Gadget-labJun 2015 to May 2020
- Gr Business BreakfastFeb 2015 to Jan 2018
- Heilman Group LLCJan 2015 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesSep 2013 to Jul 2021
- Waddell & Reed IncMar 2013 to Jul 2021
- Rivertree Community ChurchSep 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6176745
- Firm CRD
- 6413