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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Katherine Goodman is an investment advisor representative with Cresset Asset Management, LLC. Heather has been in the industry since 2002 and has a Series 7, 63, and 65 license. Heather is registered with the state of California and her specialties include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/01/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
04/19/2002 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
IA
Issued 05/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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