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Douglas Michael Heagren

Investment Adviser Representative at Advisor Resource Council

Stillwater, MNCRD #5020860Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Douglas Michael Heagren is an investment adviser representative with Advisor Resource Council in Stillwater, MN, where they have been registered since 2014. They have worked in the securities industry since 2005 and have been registered with 3 firms, including LPL Financial LLC and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota and Texas.

Office

15110 Dallas Parkway, Suite 500
Dallas, TX 75248

Advisors at this office: 20

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/20/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/6/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mergent Wealth, LLCCurrent
12/3/2025 – Stillwater, MN
Advisor Resource CouncilCurrent
9/24/2014 – Dallas, TX
LPL Financial LLC
7/6/2011 – 11/18/2025Stillwater, MN
Ameriprise Financial Services, Inc.
10/21/2005 – 7/12/2011Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Jul 2011 – Oct 2025Dallas, TX
  2. Advisor Resource Council (Formerly: 360 WEALTH MANAGEMENT, LLC)
    Sep 2014 – no end date reportedDallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Advisor Resource Council

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500 (waivable)
Firm's annual rate schedule by assets
  • Wrap Fee Program - $0 to $499,9992.50%
  • Wrap Fee Program - $500,000 to $999,9992.50%
  • Wrap Fee Program - $1,000,000 to $1,999,9992.50%
  • Wrap Fee Program - $2,000,000 to $4,999,9992.50%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
83
Offices listed on AdvisorFinder:
26
Main office:
Dallas, TX
SEC file number:
801-76667

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Advisor Resource Council

Showing 12 of 83 in the directory

View Advisor Resource Council firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Douglas Michael Heagren has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Douglas Michael Heagren (Mergent Wealth) - Advisor Profile