William J. Heil

TURNING POINT FINANCIAL

Frederick, MD 21703

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CRD#: 5038267

Professional summary

William John Heil, CFP®, who also goes by William Heil, Will Heil, is a registered financial advisor currently at TURNING POINT FINANCIAL located in Frederick, Maryland.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Heil | Will 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. Treasurer, Rosebud Gun Club, Inc., a nonprofit social club (hunting camp) for no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Heil's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

February 7, 2025 - Present

TURNING POINT FINANCIAL

Office #1: 7210 Corporate Ct. Ste A, Frederick, MD 21703

RIA

CRD#: 301282

Frederick, MD

Past

July 15, 2014 - October 20, 2020

CORECAP INVESTMENTS, LLC

CRD#: 37068

Laurel, MD

Past

June 19, 2014 - June 7, 2021

CORECAP ADVISORS

RIA

CRD#: 158819

Laurel, MD

Past

January 30, 2008 - June 18, 2014

QUESTAR CAPITAL CORPORATION

CRD#: 43100

LAUREL, MD

Past

December 13, 2005 - November 29, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BALTIMORE, MD

Past

December 8, 2005 - November 29, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BALTIMORE, MD

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".

TURNING POINT FINANCIAL

TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL

CRD#: 301282 / SEC#: 801-116895

RIA

Registered Investment Advisory firm - (7/3/2019 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

Maryland
(2/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/12/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2005

General Securities Representative Examination

Current Firm

TURNING POINT FINANCIAL

TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL

CRD#: 301282 / SEC#: 801-116895

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

7210 Corporate Ct. Ste A, Frederick, MD 21703

Mailing Address

Phone number

(301) 846-9336

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- TURNING POINT FINANCIAL (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,659
AUM (Assets Under Management)	$ 383,146,200

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.

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Firm Stability Insights

William J. Heil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Heil's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORECAP INVESTMENTS, LLC

CORECAP ADVISORS

QUESTAR CAPITAL CORPORATION

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

TURNING POINT FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2005

Series 7TO

Date: 7/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2005

Current Firm

TURNING POINT FINANCIAL

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURNING POINT FINANCIAL

TRUST BUT VERIFY

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