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Chris Heerdegen

Skylight Financial Group

7150 W Central Ave
Suite 100

location Toledo, OH 43617

call419-887-6216

General Information

CRD#

2312011

Insurance License#

985796

States Licensed in

AZ, CA, FL, MI, NC, OH, OK, SC, TX

Years of Experience in Financial Services

32

Number of Years with Current Firm

32

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Services

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks

Can meet clients in the following ways

Email, Phone, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 6, Series 63

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Total Assets Under Management by Advisor

100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Based on Assets

Minimum Fee Charged for Managed Accounts

1%

Minimum Fee Charged for Hourly Planning Accounts

$2,000

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893395/financialadvisor-Skylight-Financial-Group-detailed-disclosure.html