Heber Fuger Wendin, Investment Advisors Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Optimize the return of your institution's investment portfolio.
Heber Fuger Wendin is one of the oldest, most well-established independent registered investment advisory firms in the United States.  We are an independent, fee-only (no commissions) financial advisor and investment counsel firm founded in 1934 with billions in assets under management.  We provide investment portfolio advice and counsel, trust department investment advice, investment portfolio accounting services, asset/liability management consulting, independent third party interest rate risk reviews and mortgage servicing rights valuation services to over 100 clients in 10 states, including institutions such as community banks, credit unions, trust departments, hospitals, foundations and insurance companies in addition to providing investment advice to individuals.  We are SOC 1 - SSAE 18 Type II certified.

Find Heber Fuger Wendin, Investment Advisors employees' phone numbers or email addresses

Heber Fuger Wendin, Investment Advisors Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Africa
1

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  • Angola
    1

Heber Fuger Wendin, Investment Advisors's Leadership

  • Stylized image of a person
    R. W.
    President
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  • Stylized image of a person
    J. O.
    Vice President
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  • Stylized image of a person
    M. J. B.
    Board Director
    Phone icon
  • Stylized image of a person
    R. G.
    Clinical Social Worker
    Phone icon

Heber Fuger Wendin, Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Heber Fuger Wendin, Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. W.
    President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. O.
    Vice President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. J. B.
    Board Director
    Phone icon
    United StatesMichigan
    Sep 17, 2024
  • Stylized image of a person
    R. G.
    Clinical Social Worker
    Phone icon
    UNITED STATES
    Jul 07, 2024

Frequently Asked Questions

What is Heber Fuger Wendin, Investment Advisors known for?

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Heber Fuger Wendin, Investment Advisors was founded in 1934 operates in the Financial Services industry. The company's main headquarters is located in 36700 Woodward Avenue Suite 201 Bloomfield Hills, Michigan United States; you can contact the main corporate office by phone at . Explore Heber Fuger Wendin, Investment Advisors's company overview page for more information.

What is Heber Fuger Wendin, Investment Advisors's most common email format?

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Heber Fuger Wendin, Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heber Fuger Wendin, Investment Advisors email formats with LeadIQ.

How many employees does Heber Fuger Wendin, Investment Advisors have currently?

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Heber Fuger Wendin, Investment Advisors has approximately 3 employees as of February 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Heber Fuger Wendin, Investment Advisors's key employees and leadership?

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As of February 2026, Heber Fuger Wendin, Investment Advisors's key employees include:

  • President: R. W.
  • Vice President: J. O.
  • Board Director: M. J. B.
  • Clinical Social Worker: R. G.

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