Douglas K. Heilman - Financial Advisor

625 Kenmoor Avenue Southeast, Grand Rapids, MI, United States

Doug’s practice is built on a strong commitment to the financial planning process, understanding his client’s unique needs, and providing responsible financial management. He is committed to holding his client’s interests above his own and seeks to uphold high standards of objectivity and ethical behavior.

Doug earned his Bachelor’s degree in Mathematics from Grand Valley State University and Master’s degree in Statis-tics from Western Michigan University. Prior to joining Waddell & Reed, Inc., Doug worked as a Quality Assurance Manager in the Medical and Pharmaceutical industries as well as an Assistant Product Manager for a large insurance company.
Doug resides in the Grand Rapids, Michigan area with his wife and four sons. Doug and his wife and family stay very active together getting outdoors as much as possible.

“Financial Wellness WebBrochure”:
Securities and Investment Advisory Services offered through Waddell & Reed, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.




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