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Mary E Heil

Simplicity Wealth

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About Mary E Heil

Mary Heil is a registered Investment Advisor Representative in Illinois with Simplicity Wealth. Mary has been in the financial services industry since September of 2012. Mary has a Series 65 license. Mary is also a Notary Public. Mary has experience working with individuals and families. Mary is a member of the firm's financial planning and investment management team. Simplicity Wealth is a firm that provides financial planning and investment management services to individuals, families, and businesses. The firm has offices in Summit, New Jersey and Lincolnshire, Illinois. Simplicity Wealth provides a variety of services, including financial planning, investment management, retirement planning, and estate planning. The firm has over 150 employees and manages over $3 billion in assets.

Firm Information

Mary Heil is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Heil’s Registration & Firm History

IL

10/15/2024 - Present

Simplicity Wealth (Lincolnshire IL)

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Licenses & Designations

IA

Issued 06/04/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary E Heil.
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