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Gregory A. Heaton

Managing Member, Wealth Coach & CcoWisdom Financial Services, L.L.C.CRD 2789066

About Gregory A. Heaton

Gregory A. Heaton is listed as Managing Member, Wealth Coach & Cco at Wisdom Financial Services, L.L.C. in Geneseo, IL. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Wisdom Financial Services, L.L.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory A. Heaton work?

Gregory A. Heaton is listed as Managing Member, Wealth Coach & Cco at Wisdom Financial Services, L.L.C. on SEC Form ADV.

How much of Wisdom Financial Services, L.L.C. does Gregory A. Heaton own?

Form ADV reports a beneficial ownership band of 10-25%.

Wisdom Financial Services, L.L.C.

TitleManaging Member, Wealth Coach & Cco
Ownership10-25%
Control personYes
Since2003
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