Chris Heerdegen
7150 W Central Ave
Suite 100
Toledo, OH 43617
4198876216
General Information
CRD#
2312011
Insurance License#
985796
States Licensed in
AZ, CA, FL, MI, NC, OH, OK, SC, TX
Years of Experience in Financial Services
32
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
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 6, Series 63
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Firm Information
Total Assets Under Management by Advisor
100,000,000
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
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893395/rothira-Skylight-Financial-Group-detailed-disclosure.html