Kathleen N. Heilman

Client Services Manager

Kathy is a 1983 graduate of William Penn Senior High School with an emphasis in Business Administration. She has over 40 years of business experience and is currently our Client Service Manager. A registered Administrative Assistant, Kathy also holds the FINRA Series 6 and 63 registrations, through LPL Financial. She is an active member of Christ Lutheran Church and resides in York.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through The Financial Advisory Group, a registered investment advisor and separate entity from LPL Financial.

LPL Financial Form CRS

The LPL registered representatives of The Financial Advisory Group may only discuss securities or transact business with persons who are residents of Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, Maryland, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wyoming .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.