TH
Terrence M. Heafey
4WEALTH ADVISORS
Orland Park, IL 60462
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CRD#: 2753108
TH
Professional summary
Terrence Michael Heafey, AIF®, CFP®, who also goes by Terry Heafey, is a registered financial advisor currently at 4WEALTH ADVISORS, INC. located in Orland Park, Illinois and BRICKWORK FINANCIAL PLANNING, LTD located in Orland Park, Illinois.
Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Terrence has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Insurance Planning
Retirement Planning
Education Planning
Investment Planning
Estate Planning
Divorce Planning
Employee and Employer Plan Ben...
Tax Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
Terry Heafey
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. 4Wealth Financial Group, Inc.-10710 WEST 143RD STREET, SUITE 12, ORLAND PARK, IL 60462. DBA FOR FINANCIAL SERVICES. 160 HOURS/8 HOURS DURING MARKET HOURS.
2. Licensed Insurance Agent. Not Investment Related. 10710 WEST 143RD STREET, SUITE 12, ORLAND PARK, IL 60462. Life Insurance. Insurance Agent. 08/2017. 5 Hrs/Mo; All During Trading Hours. Placing Life Insurance for Clients.
3. PALOS CONSOLIDATED ELEMENTARY SCHOOL DISTRICT 118 SCHOOL BOARD MEMBER; NOT INVESTMENT RELATED; 8800 WEST 119TH STREET PALOS PARK, IL 60464; SCHOOL DISTRICT; BOARD MEMBER; 04/2018; 6 HOURS/MONTH; 2 HOURS/MONTH DURING SECURITIES HOURS; OVERALL OVERSIGHT OF THE SCHOOL DISTRICTS OPERATIONS.
4. Brickwork Financial Planning-Investment related-10710 West 143rd St, Ste. 12, Orland Park, IL 60462-Financial Planning-President-4/25/2018-12 hrs/mth-12 during trading hrs-Comprehensive financial planning for hard-dollar consulting fees.
CRS (Client Relationship Summary) - RIA
Click below to view Terrence Michael Heafey'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®
CFP®
Start date: 2008
Experience
Current
July 31, 2017 - Present
4WEALTH ADVISORS, INC.
Office #1: 10710 W. 143rd Street Suite 12, Orland Park, IL 60462RIA
CRD#: 129727
Orland Park, IL
Current
April 25, 2018 - Present
BRICKWORK FINANCIAL PLANNING, LTD
Office #1: 10710 W. 143rd Street Suite 12, Orland Park, IL 60462RIA
CRD#: 288982
Orland Park, IL
Past
July 31, 2017 - January 28, 2021
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Orland Park, IL
Past
December 10, 2009 - August 1, 2017
IPI WEALTH MANAGEMENT, INC.
RIA
CRD#: 111872
ORLAND PARK, IL
Past
December 10, 2009 - August 1, 2017
INVESTMENT PLANNERS, INC.
BD
CRD#: 18557
ORLAND PARK, IL
Past
January 1, 2008 - December 10, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PALOS HEIGHTS, IL
Past
January 1, 2008 - December 10, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PALOS HEIGHTS, IL
Past
December 27, 2000 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
PALOS HEIGHTS, IL
Past
July 22, 1996 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
PALOS HEIGHTS, IL
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".
4A
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 129727 / SEC#: 801-113392
RIA
Registered Investment Advisory firm - (6/11/2018 Approved)Florida
Registered Investment Advisory firm - (9/18/2018 Terminated)Illinois
Registered Investment Advisory firm - (6/11/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/18/2018 Terminated)Texas
Registered Investment Advisory firm - (9/18/2018 Terminated)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
Illinois(7/31/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
4A
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 129727 / SEC#: 801-113392
RIA
Registered Investment Advisory firm - (6/11/2018 Approved)Florida
Registered Investment Advisory firm - (9/18/2018 Terminated)Illinois
Registered Investment Advisory firm - (6/11/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/18/2018 Terminated)Texas
Registered Investment Advisory firm - (9/18/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490
Mailing Address
Phone number
(708) 695-5300
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,306 |
| AUM (Assets Under Management) | $ 246,912,650 |
Red Flags
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Company Information
4WEALTH ADVISORS, INC.
CRD#: 129727Orland Park, IL 60462TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
