LW
LW

Lori Ann Heikkila Willis

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,123 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$15.3B

Fee Structure

Minimum Investment:$1M
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Location

231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lori works as an internal sales accountant for Great Lakes Advisors LLC since 2015. This position requires nearly full-time commitment.

Employment History
Current Registrations
Great Lakes Advisors, LLC
February 2015 - Present · 11 yrs
Previous Registrations
Wintrust Investments LLCBroker
February 2015 - July 2025 · 10 yrs 5 mos
Wintrust Investments
February 2015 - January 2025 · 9 yrs 11 mos
Securities America, INC.Broker
October 2013 - February 2015 · 1 yr 4 mos
Securities America Advisors, INC.
October 2013 - February 2015 · 1 yr 4 mos
Genworth Financial Wealth Management, INC.
May 2008 - September 2012 · 4 yrs 4 mos
Capital Brokerage CorporationBroker
April 2008 - September 2012 · 4 yrs 5 mos
Assetmark Capital CorporationBroker
July 2001 - April 2008 · 6 yrs 9 mos
Acg Capital CorporationBroker
September 1998 - May 2000 · 1 yr 8 mos
Captec Securities CorporationBroker
February 1998 - June 1998 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.