VETTED

Chris Heerdegen

Skylight Financial Group
Chris Heerdegen
Tel: 419-887-6216 7150 W Central Ave Suite 100 Toledo, OH 43617
About Chris Heerdegen
For over 32 years, Chris has been helping small business owners and every day, hardworking people plan for the retirement lifestyles they desire. He helps clients plan for their greatest dreams, making recommendations to help protect their hard-earned retirement savings. As your financial advisor, Chris will ask you questions about your financial goals, hobbies, travel plans, or any other quality of life issue that may affect your future. This knowledge helps create a comprehensive plan that takes every aspect of your life into consideration. As a part-time college instructor teaching courses on retirement planning, he learned how to break down financial concepts into clear and simple terms. When you work with Chris, you'll always know where your money is being invested, and how it is working to help reach your financial goals for you and your family. As a father and grandfather, Chris understands the importance of helping you protect your family's financial security. His number one goal is to help protect what you have while offering opportunities to increase your net worth. His diversified approach to financial planning balances your desire to grow income with your wish to stay within your risk tolerance. With more than 32 years of retirement and financial planning knowledge, Chris is an experienced guide you can count on to help plan for the retirement of your dreams. Christopher Heerdegen is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759.
About Skylight Financial Group
See Disclosures

Our Team

Harrison
Harrison Schoetltey

In 2018, after a 10-year career with the U.S. Marine Corps, my wife and I moved across the country to raise our son in the same community I loved as a kid. Since moving to Ohio, my wife and I have had fantastic opportunities. I began taking classes at the University of Toledo and graduated with 3 Majors (Financial Services, Marketing, and Professional Sales) and a Minor in Small Business Entrepreneurship. I also obtained my Ohio and Michigan real estate licenses during the early years of my college career. In 2021, I decided on a career change; I enrolled in more classes at the University of Toledo that focused on financial services. Throughout the last year of school, I interviewed with multiple companies until I found the right fit for me, my career growth, and the established team I wanted to join. Above all, finding a firm that prioritized the client's best interests was essential. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Harrison Schoettley is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 7150 W. Central Ave., Suite 100, Toledo, OH 43617. 419.893.9759.

General Information
Insurance License#:

985796

States Licensed in:

AZ, CA, FL, MI, NC, OH, OK, SC, TX

Number of Years with Current Firm:

32

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Services
Investment Types:

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks

Can meet clients in the following ways:

Email, Phone, Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Compensation Methods:

Commissions, Based on Assets

Minimum Fee Charged for Managed Accounts:

1%

Minimum Fee Charged for Hourly Planning Accounts:

$2,000

Firm Information
Total Assets Under Management by Advisor:

100,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

32 Years of Experience
CRD# 2312011Insurance License# 985796Series: 7, 6, 63
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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