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CFP
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CFP

Heather Wright

LPL Financial LLC
22 Years of Experience
Vernon Hills, IL
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Heather Wright is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 22 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 N. Milwaukee Avenue, Vernon Hills, IL, 60061

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2020
Final
Financial
July 2019
Final
Financial
May 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Heather is a registered investment advisor (IAR) with BCU Wealth Advisors, LLC since June 2023, providing investment advisory services. This activity takes nearly full-time.

Employment History
Current Registrations
LPL Financial LLC
June 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
June 2023 - Present · 3 yrs 4 mos
Bcu Wealth Advisors, LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
June 2017 - June 2023 · 6 yrs
Cuso Financial Services, L.P.
June 2017 - June 2023 · 6 yrs
Gem Financial Advisors, INC.
July 2016 - May 2017 · 10 mos
LPL Financial LLCBroker
July 2016 - May 2017 · 10 mos
Forum Financial Management, LP
July 2014 - October 2014 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - July 2014 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2013 - July 2014 · 1 yr
BMO Harris Financial Advisors, INC.Broker
December 2005 - November 2012 · 6 yrs 11 mos
Harrisdirect LLCBroker
November 2004 - December 2005 · 1 yr 1 mo
Fifth Third Securities, INC.Broker
March 2004 - September 2004 · 6 mos
Fifth Third Securities, INC.Broker
September 2003 - March 2004 · 6 mos
Northern Trust Securities, INC.Broker
April 2001 - July 2003 · 2 yrs 3 mos
State Registrations12 states
CACOFLILINMAMNMSNCNYOHWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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