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Doug Heilman Email & Phone Number
Owner and Wealth Advisor
at
Waypointe Wealth Advisors
1 work email found
@waddell.com
1 phone found area 616
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Wealth Advisor
Location
Grand Rapids, Michigan, United States
Company size
Who is Doug Heilman? Overview
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Quick answer
Doug Heilman is listed as Owner and Wealth Advisor at Waypointe Wealth Advisors, a company with 4 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at waddell.com, phone signal with area code 616, and a matched LinkedIn profile for Doug Heilman.
Doug Heilman previously worked as Owner & Wealth Advisor at Waypointe Wealth Advisors and Wealth Advisor at Lpl Financial. Doug Heilman holds Master Of Science - Ms, Statistics from Western Michigan University.
Company email context
Email format at Waypointe Wealth Advisors
This section adds company-level context without repeating Doug Heilman's masked contact details.
{first_initial}{last}@waddell.com
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AeroLeads found 1 current-domain work email signal for Doug Heilman. Compare company email patterns before reaching out.
Profile bio
About Doug Heilman
Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Financial Services, Services, and Communications.
Current workplace
Doug Heilman's current company
Company context helps verify the profile and gives searchers a useful next step.
Waypointe Wealth Advisors
9 roles
Doug Heilman work experience
A career timeline built from the work history available for this profile.
Owner & Wealth Advisor
Current
Apr 2023 - Present
Wealth Advisor
Current
Jul 2021 - Present
Coo & Wealth Advisor
Jul 2021 - Mar 2023
Financial Advisor
Waddell & Reed
My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.
Sep 2013 - Jul 2021
Assistant Product Manager
Farmers Insurance
Mar 2011 - Sep 2013
Sr Product Management Analyst
Farmers Insurance
Sep 2006 - Mar 2011
Project Manager / Quality Assurance Manager
Qst Consultations
Dec 2002 - Sep 2006
Visiting Instructor
Grand Valley State University
Taught various undergraduate statistics courses.
Jul 2000 - May 2003
2 education records
Doug Heilman education
Master Of Science - Ms, Statistics
Bachelor'S Degree, Mathematics
FAQ
Frequently asked questions about Doug Heilman
Quick answers generated from the profile data available on this page.
What company does Doug Heilman work for?
Doug Heilman works for Waypointe Wealth Advisors.
What is Doug Heilman's role at Waypointe Wealth Advisors?
Doug Heilman is listed as Owner and Wealth Advisor at Waypointe Wealth Advisors.
What is Doug Heilman's email address?
AeroLeads has found 1 work email signal at @waddell.com for Doug Heilman at Waypointe Wealth Advisors.
What is Doug Heilman's phone number?
AeroLeads has found 1 phone signal(s) with area code 616 for Doug Heilman at Waypointe Wealth Advisors.
Where is Doug Heilman based?
Doug Heilman is based in Grand Rapids, Michigan, United States while working with Waypointe Wealth Advisors.
What companies has Doug Heilman worked for?
Doug Heilman has worked for Waypointe Wealth Advisors, Lpl Financial, Embark Financial Partners, Waddell & Reed, and Farmers Insurance.
How can I contact Doug Heilman?
You can use AeroLeads to view verified contact signals for Doug Heilman at Waypointe Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Doug Heilman attend?
Doug Heilman holds Master Of Science - Ms, Statistics from Western Michigan University.
What skills is Doug Heilman known for?
Doug Heilman is listed with skills including Financial Services, Services, and Communications.
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