Heritage WAY Advisors LLC

Heritage WAY Advisors LLC is a registered Illinois Limited Liability Company with 5 employees, four of whom serve as advisors. The number of clients they cater to is unspecified. The firm is approved by the U.S. Securities and Exchange Commission with a registration date of February 2, 2004.

• ERIC MICHAEL WENDT

  PORTFOLIO MANAGER owns more than 5% but less than 10%

• GARY F. OLLMANN REVOCABLE TRUST DTD 12/28/2004

  MEMBER owns more than 50% but less than 75%

• GARY FLOYD OLLMANN

  PRESIDENT, CEO owns less than 5%

• JOAN GARDNER OLLMANN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARLENE C KAYSER REVOCABLE TRUST DTD NOVEMBER 8, 2000

  MEMBER owns more than 5% but less than 10%

• MICHAEL GARDNER OLLMANN

  PORTFOLIO MANAGER owns more than 5% but less than 10%

• THE JFO FAMILY TRUST

  MEMBER owns more than 5% but less than 10%

• THOMAS C KAYSER REVOCABLE TRUST DTD NOVEMBER 8, 2000

  MEMBER owns more than 5% but less than 10%

• CAROL M KAYSER

  TRUSTEE

• CAROL M KAYSER

  TRUSTEE

• GARY FLOYD OLLMANN

  CO-TRUSTEE/PRESIDENT/MANAGING MEMBER owns more than 50% but less than 75%

• JOAN GARDNER OLLMANN

  CO-TRUSTEE/CCO owns more than 50% but less than 75%

• RICHARD ARCHER OGLESBY

  TRUSTEE

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• The Evolution of Heritage Way Advisors' 13F Holdings: Q3 2021 vs. Q4 2021