WH
William G. Heckman
WEALTH MANAGEMENT ASSOCIATES
ORWIGSBURG, PA 17961
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CRD#: 2156325
WH
Professional summary
William George Heckman, CFP® is a registered financial advisor currently at WEALTH MANAGEMENT ASSOCIATES, INC. located in Orwigsburg, Pennsylvania and OSAIC WEALTH, INC. located in Orwigsburg, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 22 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. WEST BRUNSWICK PROPERTIES, LLC POSITION: 50% owner NATURE: Land speculation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2019 ADDRESS: 400 Pinebrook Place, Suite 12, PO Box 347, Orwigsburg PA 17961 DESCRIPTION: Just purchasing 27 acres of farmland adjacent to my office. 2. WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: WEALTH MANAGEMENT ASSOCIATES, INC. - INVESTMENT ADVISOR REPRESENTATIVE - 10% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2000 ADDRESS: 1909 EAST RT 70, SUITE 100, CHERRY HILL NJ 08003 DESCRIPTION: Mainly an asset gatherer. Work with Dave Hess to develop investment plans and occasionally meet with investment clients. 3. WILLIAM G.HECKMAN POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 12/2000 - LOCATED AT RT 61-400 PINE BROOK PLACE STE 12, ORWIGSBURG, PA 17961 - 2% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2000 ADDRESS: 400 PineBrook Place, Suie 12, Orwigsburg PA 17961 DESCRIPTION: Part time sales. Fairly infrequent. 4. PINEBROOK PLACE, LTD. POSITION: General Partner NATURE: PINEBROOK PLACE LTD, COMMERCIAL RENTAL BUILDING, GENERAL PARTNER, TIME SPENT 2% INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/1998 ADDRESS: 400 PineBrook Place, Suite 12, Orwigsburg PA 17961 DESCRIPTION: Landlord. Monitor rent income and building expenses. 5. WILLIAM G. HECKMAN POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2024 ADDRESS: 123 Woodview Dr, Orwigsburg PA 17961, United States DESCRIPTION: Revenue Sharing Arrangement with a Merchant Services Provider 6. KEYSTONE ADVISOR GROUP POSITION: Principal NATURE: Accounting Firm Formed as an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/25/2025 ADDRESS: 400 Pinebrook Place, Suite 12, Orwigsburg PA 17961, United States DESCRIPTION: CLIENT RELATIONSHIP MANAGER
CRS (Client Relationship Summary) - RIA
Click below to view William George Heckman'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
August 7, 2009 - Present
WEALTH MANAGEMENT ASSOCIATES, INC.
Office #1: 400 Pine Brook Pl, Suite 12 P.o. Box 347-mailing Address, Orwigsburg, PA 17961Office #2: 1027 Centre Turnpike, Suite 12 West Brunswick-physical Address, Orwigsburgh, PA 17961RIA
CRD#: 117606
ORWIGSBURG, PA
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: Rt 61-400 Pine Brook Place Ste 12, Orwigsburg, PA 17961RIA
BD
CRD#: 23131
ORWIGSBURG, PA
Past
February 27, 2001 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ORWIGSBURG, PA
Past
August 12, 1991 - September 26, 1994
CHAUNER SECURITIES, INC.
BD
CRD#: 10075
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".
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)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(6/14/2024)
RR
Florida(6/14/2024)
RR
Louisiana(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Ohio(6/14/2024)
IAR
Pennsylvania(8/7/2009)
RR
Pennsylvania(6/14/2024)
RR
South Carolina(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003
Mailing Address
Phone number
(856) 424-2350
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,972 |
| AUM (Assets Under Management) | $ 646,804,888 |
Red Flags
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