HERITAGE WAY ADVISORS, L.L.C.

HERITAGE WAY ADVISORS, L.L.C. of ROCKFORD, IL is an SEC-registered investment adviser (CRD 124816). Regulatory assets under management: $368.5M.

Registration

Officers, owners & control persons (13)

NameRoleLocation
OLLMANN GARY FLOYDCO-TRUSTEE/PRESIDENT/MANAGING MEMBER; CO-TTEE; CO-TTEE/PRESIDENT (+2 more)—
OLLMANN JOAN GCCO; CHIEF COMPLIANCE OFFICER; CO-TRUSTEE/CCO (+2 more)—
OLLMANN JOAN GARDNERCHIEF COMPLIANCE OFFICER; CO-TRUSTEE/CCO; PORTFOLIO MANAGER—
KAYSER THOMAS CHARLESCO-TRUSTEE—
OGLESBY RICHARD ARCHERTRUSTEE—
KAYSER MARLENE CAROLCO-TRUSTEE—
BLAZER CEDRIC WMEMBER—
KAYSER MARLENE CCO-TRUSTEE; MEMBER—
OLLMANN GARYMANAGING MEMBER—
OLLMANN JOANMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER—
WENDT ERIC MICHAELPORTFOLIO MANAGER—
Kayser Carol MMEMBER; TRUSTEE—
MCKNIGHT PATRICK CARLPORTFOLIO MANAGER—

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