TH
Terrence J. Heil
WESTPOINT WEALTH MANAGEMENT
Berea, OH 44017
Some features on this profile are disabled
CRD#: 2277398
TH
Professional summary
Terrence Jude Heil, who also goes by Terry Heil, is a registered financial advisor currently at WESTPOINT WEALTH MANAGEMENT, LLC located in Berea, Ohio and UNITED ADVISOR GROUP located in Wickliffe, Ohio.
Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Terrence has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry Heil
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) NAME OF OTHER BUSINESS: Capital T Partners INVESTMENT RELATED: No ADDRESS: 695 Bryn Mawr Ave. Wickliffe, OH 44092 NATURE OF BUSINESS: INSURANCE START DATE: 9/2025 APX NUMBER OF HOURS PER WEEK: Varies APX NUMBER OF HOURS DURING TRADING HOURS: Varies POSITION/TITLE/RELATIONSHIP: Insurance Agent BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2.) NAME OF OTHER BUSINESS: SPORTS PODCAST INVESTMENT RELATED: NO ADDRESS: N/A NATURE OF BUSINESS: PODCAST START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: CO-HOST APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: SPORTS TALK SHOW AND LIVE SPORTS EVENT COVERAGE TalkBackFans, LLC is an entity in which I am the lead broadcaster of a sports podcast that covers high school and college sporting events.
CRS (Client Relationship Summary) - RIA
Click below to view Terrence Jude Heil's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 14, 2020 - Present
WESTPOINT WEALTH MANAGEMENT, LLC
Office #1: 66 Front St, Berea, OH 44017RIA
CRD#: 310883
Berea, OH
Current
October 1, 2025 - Present
UNITED ADVISOR GROUP
RIA
CRD#: 324205
Wickliffe, OH
Past
November 27, 2020 - July 11, 2022
GROSS INVESTMENTS LLC
RIA
CRD#: 310119
BRUNSWICK, OH
Past
September 13, 2019 - November 3, 2020
AMFG WEALTH MANAGEMENT LLC
RIA
CRD#: 292160
Berea, OH
Past
March 8, 2019 - September 25, 2019
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MADISON, OH
Past
March 7, 2019 - September 25, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MADISON, OH
Past
July 10, 2008 - October 5, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CLEVELAND, OH
Past
July 10, 2008 - October 5, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CLEVELAND, OH
Past
August 16, 1999 - July 24, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CLEVELAND, OH
Past
January 28, 1995 - July 24, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
CLEVELAND, OH
Past
September 14, 1992 - January 28, 1995
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(10/14/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
