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Paladin Research Report For:

Chris Heerdegen

Skylight Financial Group

7150 W Central Ave
Suite 100
Toledo, OH 43617
419-887-6216
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General Information

Firm Start Year
  • 0
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

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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