LORI ANN HEIKKILA WILLIS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with GREAT LAKES ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 2026-01-09 | present | Yes |
| GREAT LAKES ADVISORS, LLC | 2015-02-19 | 2025-12-31 | — |
| WINTRUST INVESTMENTS LLC | 2015-02-19 | 2025-01-28 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2013-10-24 | 2015-02-13 | — |
| ASSETMARK, INC. | 2008-05-05 | 2012-09-19 | — |