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RIA / WealthAdvisorCertified Financial Planner30 years in industry

TERRENCE MICHAEL HEAFEY

Advisor at 4WEALTH ADVISORS, INC.

BURR RIDGE, IL | Orland Park, IL | ORLAND PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bcf67ceb-5f86-e8f9-c906-dce9cae75e53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 27, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 4WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 26, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 26, 1996
First registration: Dec 27, 2000
Dual registered: no
Other names: TERRY HEAFEY
IAPD individual key: 2753108

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BRICKWORK FINANCIAL PLANNING, LTD	State registered	Apr 25, 2018	n/a	yes	ORLAND PARK, IL	Current employment
4WEALTH ADVISORS, INC.	Independent wealth	Jul 31, 2017	n/a	yes	Orland Park, IL\|BURR RIDGE, IL	Current employment
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Dec 10, 2009	Aug 1, 2017	no	ORLAND PARK, IL\|ORLAND PARK, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Dec 10, 2009	no	PALOS HEIGHTS, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Dec 27, 2000	Jan 1, 2008	no	PALOS HEIGHTS, IL\|PALOS HEIGHTS, IL\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IPI WEALTH MANAGEMENT, INC.	4WEALTH ADVISORS, INC.	Aug 1, 2017	Jul 31, 2017	-1	Firm change	Other
WELLS FARGO ADVISORS	IPI WEALTH MANAGEMENT, INC.	Dec 10, 2009	Dec 10, 2009	0	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111872:129727:IL:2017-08-01	Aug 1, 2017	Jul 31, 2017	ORLAND PARK, IL	Firm change

Relationships

Registered with (5)

→ BRICKWORK FINANCIAL PLANNING, LTDRegistered adviserregistration: current employment
Apr 25, 2018 to presentfactForm ADV
→ 4WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jul 31, 2017 to presentfactForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 10, 2009 to Aug 1, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Dec 10, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Dec 27, 2000 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bcf67ceb-5f86-e8f9-c906-dce9cae75e53
First observed: Dec 27, 2000
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TERRENCE MICHAEL HEAFEY

Advisor at 4WEALTH ADVISORS, INC.

BURR RIDGE, IL | Orland Park, IL | ORLAND PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bcf67ceb-5f86-e8f9-c906-dce9cae75e53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BRICKWORK FINANCIAL PLANNING, LTD

State registered

Apr 25, 2018

n/a

yes

ORLAND PARK, IL

Current employment

4WEALTH ADVISORS, INC.

Independent wealth

Jul 31, 2017

n/a

yes

Orland Park, IL|BURR RIDGE, IL

Current employment

IPI WEALTH MANAGEMENT, INC.

Bd affiliated wealth

Dec 10, 2009

Aug 1, 2017

ORLAND PARK, IL|ORLAND PARK, IL

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 1, 2008

Dec 10, 2009

PALOS HEIGHTS, IL

Previous registration

A. G. EDWARDS & SONS, INC.

n/a

Dec 27, 2000

Jan 1, 2008

PALOS HEIGHTS, IL|PALOS HEIGHTS, IL|ST. LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

IPI WEALTH MANAGEMENT, INC.

4WEALTH ADVISORS, INC.

Aug 1, 2017

Jul 31, 2017

-1

Firm change

Other

WELLS FARGO ADVISORS

IPI WEALTH MANAGEMENT, INC.

Dec 10, 2009

Firm change

Other

A. G. EDWARDS & SONS, INC.

WELLS FARGO ADVISORS

Jan 1, 2008

Bulk transfer

Other

Team

Left

Joined

From

Kind

111872:129727:IL:2017-08-01

Aug 1, 2017

Jul 31, 2017

ORLAND PARK, IL

Firm change