Heather Wilson has been an investment adviser representative at Hughes Financial Services since September 2021, and is not listed among the firm’s executive officers or direct owners. Heather Wilson holds a Bachelor of Science in Financial Counseling & Planning from Purdue University.
Hughes Financial Services, LLC is a Herndon, VA firm with $760M under management, 840 clients and 6 advisers in one office, as of its July 2026 filing.
Heather Wilson is Financial Planner of Hughes Financial Services, LLC. She works directly with clients to provide comprehensive financial planning, and in 2026 completed training to become a Chartered Federal Employee Benefits Consultant, assisting federal employees with their benefit programs. Before joining the firm she worked for a large broker dealer in Indianapolis servicing retail brokerage clients.
- – present · 5 yearsHerndon, VA · Adviser representative · Firm CRD 173195
Professional designations
Listed by Hughes Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Federal Employee Benefits Consultant (ChFEBC℠)
Investment adviser representative registrations
Heather Wilson is registered as an investment adviser representative in 2 states. The first approvals date from September 2021; the most recent is Texas, in April 2026.
- TexasSince 15 April 2026
- VirginiaSince 20 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2021 |
| SIE | Securities Industry Essentials Examination | 2 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Heather L Wilson
- CRD
- 6797615
- Firm
- Hughes Financial Services · CRD 173195
- Office
- 2201 COOPERATIVE WAY, SUITE 150, Herndon, VA 20171
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- h4fs.com
Where does Heather Wilson work?
Heather Wilson is an investment adviser representative registered through Hughes Financial Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Heather Wilson a financial advisor?
Yes. Heather Wilson has a current investment-adviser registration in Texas and Virginia, through Hughes Financial Services since September 2021.
How many years of experience does Heather Wilson have?
Heather Wilson has 5 years in the financial industry, since September 2021, across 1 adviser firm.
What exams has Heather Wilson passed?
Heather Wilson has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2019.
Where is Heather Wilson based?
Heather Wilson’s registered office is in Herndon, VA.
Is Heather Wilson registered with FINRA?
No. Heather Wilson has no current broker registration.
Is Heather Wilson a CFP?
Hughes Financial Services lists Heather Wilson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Heather Wilson’s record?
Search CRD 6797615 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Wilson’s full registration record.
