Business Description

The Heller, Beecher & Glah Group helps you, our client, develop and then achieve the individualized goals necessary to live comfortably. We do this while focusing on growing and preserving your wealth — always keeping an astute watch to secure your financial health.

Our wealth management approach, backed by 57 years of collective financial experience, integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

General Information

Gender:

Male

CRD#:

3276546

Years of Experience in Financial Services:

Education

Academic Background

Degree in Business Administration - Houghton College

Services

Investment Types:

Bond Mutual Funds, Stocks Mutual Funds, International Investments, Bonds, Stocks, Annuities, Options, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

Over 1000 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

.85

Additional Details on Charges:

The annual percentage is based upon household assets held at Morgan Stanley. Fee schedules are available upon request.

Prepared By:

Jonathan Heller