Investment adviser representative · 4wealth Advisors, Inc.
Terrence M. Heafey
CRD 2753108 · Orland Park, IL
At a glance
Terrence M. Heafey is an investment adviser representative with 4wealth Advisors, Inc. in Orland Park, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terrence’s SEC record dates to 2000, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- 4wealth Advisors, Inc.Since July 2017Orland Park, IL · $275M in regulatory assets
- Brickwork Financial Planning, Ltd.Since April 2018Orland Park, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Terrence’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.