Andrew Heller

Registered Representative

T Heller Financial Services is excited to announce the addition of Andrew Heller, now as a Registered Representative. He is very excited and motivated to be working with his father and brother.

 

Andy graduated from UW-Parkside in 2009 with a Degree in Sport and Fitness Management. Following school, Andy was a Sports Performance Trainer for the next five years. Training in Illinois and Wisconsin allowed him to work with many college bound athletes, as well as existing and current professional athletes.

 

In 2012, Andy attended Carthage College's advanced graduate program and received a teaching license soon after. He taught Health and Physical Education along with Anatomy and Physiology for six years before making the transition to the financial industry.

 

Andy is the proud father of two children, Finley who is two years old, and Wyatt who is 1 year old. Andy loves spending time with his beautiful partner Kadi. Together, they enjoy sports and the great outdoors.

 

“I have always been in the business of helping others, making seemingly complicated information easier to understand and implementing sound action strategies to achieve goals. I take pride in helping others realize their ultimate potential and guide them through the steps to reaching that potential.”

 

Licenses and Certifications:

- Series 7 General Securites Respresentative

- Series 63 Uniform State Law

- Securities Industry Essesntials Exam (SIE)

- Life Insurance Line of Authority

- Long Term Care Certification

- Anti-Money Laudering Certification

 

Other:

- Current State of Wisconsin Teaching License

- CPR/AED Certification 2012-Current

 

Phone 262-945-3635
Fax 2629971124