# LORI ANN HEIKKILA WILLIS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GREAT LAKES ADVISORS, LLC](https://search.stillhousedata.com/firm/110757) | 2026-01-09 | present | Yes |
| [GREAT LAKES ADVISORS, LLC](https://search.stillhousedata.com/firm/110757) | 2015-02-19 | 2025-12-31 | — |
| [WINTRUST INVESTMENTS LLC](https://search.stillhousedata.com/firm/875) | 2015-02-19 | 2025-01-28 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2013-10-24 | 2015-02-13 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2008-05-05 | 2012-09-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2890398)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2890398.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.