BH
Brian D. Heckert
ASSUREDPARTNERS INVESTMENT ADVISORS
Nashville, IL 62263
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CRD#: 1434160
BH
Professional summary
Brian Dee Heckert, AIF® is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Nashville, Illinois and PRIVATE CLIENT SERVICES, LLC located in Nashville, Illinois.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Brian has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Assured Partners Investment Advisor, LLC. 9627 Wall St, Nashville, IL 62263. Registered Investment Advisor. Advisor, Managing director. 120 hrs/mo; 120 during trading hrs. Investment related. 2) BD Storage, LLC. 9627 Wall St, Nashville, IL 62263. Real Estate. President. 2 hrs/mo; 0 during trading hrs. Not investment related. 3) Benefits Plus DBA. 2424 Harrodsburg Rd, Suite 207, Lexington, KY 40503. TPA for qualified plans. Advisor, technical expert. 8 hrs/mo; 8 during trading hrs. Investment related. 4) Brian Heckert Speaking. 9627 Wall St, Nashville, IL 62263. International speaking. 3 hrs/mo; 3 during trading hrs. Not investment related. 5) FSM Wealth. 9627 Wall St, Nashville, IL 62263. Wealth Management. Managing director. 120 hrs/mo; 120 during trading hrs. Investment related. 6) Heckert Development, LLC. 9627 Wall St, Nashville, IL 62263. Farm. President. 4 hrs/mo; 0 during trading hrs. Not investment related. 7) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 180 hrs/mo; 100 during trading hrs. 8) North Nashville, Inc. 9627 Wall St, Nashville, IL 62263. Farm President. 4 hrs/mo; 0 during trading hrs. Not investment related. 9) Top Producers Int, LLC. 1300 S Prairie Ave, Fairmont, MN 56031. Mentoring/Coaching/Annual meeting retreat for advisors and vendors. Partner and speaker. 3 hrs/mo; 3 during trading hrs. Not investment related. 10) Ultimate Advisor Coaching, LLC. 9627 Wall St, Nashville, IL 62263. Mentoring/Coaching organization. Speaking. 3 hrs/mo; 3 during trading hrs. Not investment related. 11) Work x Retire, LLC FKA-FSM Holdings. 9627 Wall St, Nashville, IL 62263. Real estate. President. 4 hrs/mo; 0 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Dee Heckert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 31, 2024 - Present
ASSUREDPARTNERS INVESTMENT ADVISORS
Office #1: 9627 Wall Street, Nashville, IL 62263RIA
CRD#: 309550
Nashville, IL
Current
July 31, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 9627 Wall St, Nashville, IL 62263Office #2: 971 E. Winding Creek Drive, Eagle, ID 83616RIA
BD
CRD#: 120222
Nashville, IL
Past
April 25, 2016 - August 2, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Nashville, IL
Past
July 26, 2006 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
NASHVILLE, IL
Past
May 1, 2006 - August 2, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
NASHVILLE, IL
Past
September 25, 2001 - May 12, 2006
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
NASHVILLE, IL
Past
June 13, 2001 - May 12, 2006
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NASHVILLE, IL
Past
January 24, 1990 - July 13, 2001
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
November 17, 1989 - January 30, 1990
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
LARGO, FL
Past
February 17, 1987 - November 17, 1989
BERACHAH SECURITIES CORPORATION
BD
CRD#: 16228
Past
February 21, 1986 - November 10, 1987
HISTORIC SQUARE EQUITIES, INCORPORATED
BD
CRD#: 15069
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS | STAFFORD CONSULTING | SECURUS FINANCIAL SERVICES | MURRAY WEALTH MANAGEMENT | LIGHTHOUSE FINANCIAL | IRON CAPITAL ADVISORS | FSM WEALTH | FORTUNE 360 GROUP | CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
RIA
Registered Investment Advisory firm - (12/10/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/31/2024)
RR
Arkansas(7/31/2024)
RR
California(7/31/2024)
RR
Colorado(7/31/2024)
RR
District of Columbia(7/31/2024)
RR
Florida(7/31/2024)
RR
Georgia(7/31/2024)
RR
Idaho(7/31/2024)
RR
Illinois(7/31/2024)
IAR
Illinois(7/31/2024)
RR
Indiana(7/31/2024)
RR
Iowa(7/31/2024)
RR
Kansas(7/31/2024)
RR
Kentucky(7/31/2024)
RR
Maryland(7/31/2024)
RR
Massachusetts(7/31/2024)
RR
Michigan(7/31/2024)
RR
Minnesota(7/31/2024)
RR
Mississippi(7/31/2024)
RR
Missouri(7/31/2024)
RR
Montana(7/31/2024)
RR
New Mexico(7/31/2024)
RR
New York(7/31/2024)
RR
North Carolina(8/6/2024)
RR
North Dakota(7/31/2024)
RR
Ohio(7/31/2024)
RR
Oregon(7/31/2024)
RR
Pennsylvania(7/31/2024)
RR
South Carolina(7/31/2024)
RR
South Dakota(7/31/2024)
RR
Tennessee(7/31/2024)
RR
Texas(7/31/2024)
IAR
Texas(7/31/2024)
RR
Utah(7/31/2024)
RR
Virginia(7/31/2024)
RR
Washington(7/31/2024)
RR
West Virginia(7/31/2024)
RR
Wisconsin(7/31/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS | STAFFORD CONSULTING | SECURUS FINANCIAL SERVICES | MURRAY WEALTH MANAGEMENT | LIGHTHOUSE FINANCIAL | IRON CAPITAL ADVISORS | FSM WEALTH | FORTUNE 360 GROUP | CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
RIA
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Contact information
Main Address
4600 W. Cypress Street Suite 405, Tampa, FL 33607
Mailing Address
Phone number
(407) 708-0050
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,759 |
| AUM (Assets Under Management) | $ 3,251,947,155 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
