Chris Heerdegen


Our Team

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.
985796
AZ, CA, FL, MI, NC, OH, OK, SC, TX
32
Individual Investors, Businesses
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
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks
Email, Phone, Our Office, Video Conference
Fee-Based
Commissions, Based on Assets
1%
$2,000
100,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
