# HERITAGE WAY ADVISORS, L.L.C.

HERITAGE WAY ADVISORS, L.L.C. of ROCKFORD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 124816
- Type: SEC-registered investment adviser
- SEC file number: 801-61739
- Location: 6833 STALTER DRIVE, SUITE 203, ROCKFORD, IL, 61108
- Phone: 815-397-0900
- Latest filing: 2021-02-09
- Regulatory AUM: $368.5M
- Discretionary AUM: $368.5M
- Clients: 6
- Accounts: 501

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| OLLMANN GARY FLOYD | CO-TRUSTEE/PRESIDENT/MANAGING MEMBER; CO-TTEE; CO-TTEE/PRESIDENT (+2 more) | — |
| OLLMANN JOAN G | CCO; CHIEF COMPLIANCE OFFICER; CO-TRUSTEE/CCO (+2 more) | — |
| OLLMANN JOAN GARDNER | CHIEF COMPLIANCE OFFICER; CO-TRUSTEE/CCO; PORTFOLIO MANAGER | — |
| KAYSER THOMAS CHARLES | CO-TRUSTEE | — |
| OGLESBY RICHARD ARCHER | TRUSTEE | — |
| KAYSER MARLENE CAROL | CO-TRUSTEE | — |
| BLAZER CEDRIC W | MEMBER | — |
| KAYSER MARLENE C | CO-TRUSTEE; MEMBER | — |
| OLLMANN GARY | MANAGING MEMBER | — |
| OLLMANN JOAN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WENDT ERIC MICHAEL | PORTFOLIO MANAGER | — |
| Kayser Carol M | MEMBER; TRUSTEE | — |
| MCKNIGHT PATRICK CARL | PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124816/similar
- Related entities: https://search.stillhousedata.com/firm/124816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.