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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