Bradford B. Heiss

NEXPOINT INSURANCE SOLUTIONS, L.P.

Dallas, TX 75201

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CRD#: 4833833

Professional summary

Bradford Burman Heiss, who also goes by Bradford Burman Heiss, Bradford Heiss, is a registered financial advisor currently at NEXPOINT INSURANCE SOLUTIONS, L.P. located in Dallas, Texas and NEXANNUITY ASSET MANAGEMENT, L.P. located in Dallas, Texas.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bradford has worked at 5 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradford Burman Heiss | Bradford Heiss

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.

NexAnnuity Asset Management, L.P., NexStructured Capital Management, L.P., NexAdvisors, LLC, all an affiliated SEC Registered Investment Advisor; Ohio State Life Insurance Company, an affiliated insurance company; NexAnnuity Holdings, Inc., an affiliated holding company; Eagle Equity Advisors, LLC., an affiliated Texas registered insurance agency; NexAnnuity Distributors, LLC., an affiliated holding company; Advisors Equity Group LLC, a Texas insurance agency.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Burman Heiss'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®

None

Experience

Current

August 19, 2019 - Present

NEXPOINT INSURANCE SOLUTIONS, L.P.

Office #1: 300 Crescent Court Suite 700, Dallas, TX 75201

RIA

CRD#: 301997

Dallas, TX

Current

April 1, 2021 - Present

NEXANNUITY ASSET MANAGEMENT, L.P.

Office #1: 300 Crescent Court Suite 700, Dallas, TX 75201

RIA

CRD#: 309748

Dallas, TX

Current

February 4, 2022 - Present

NEXADVISORS, LLC

Office #1: 300 Crescent Ct. Suite 700, Dallas, TX 75201

RIA

CRD#: 317477

Dallas, TX

Past

January 18, 2018 - March 31, 2022

NEXBANK SECURITIES INC

RIA

CRD#: 133267

DALLAS, TX

Past

August 16, 2004 - August 29, 2006

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

NEXANNUITY ASSET MANAGEMENT, L.P.

CRD#: 309748 / SEC#: 801-120313

RIA

Registered Investment Advisory firm - (2/12/2021 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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 8/14/2004

General Securities Representative Examination

Current Firm

NEXANNUITY ASSET MANAGEMENT, L.P.

CRD#: 309748 / SEC#: 801-120313

RIA

Registered Investment Advisory firm - (2/12/2021 Approved)

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Contact information

Main Address

300 Crescent Court Suite 700, Dallas, TX 75201

Mailing Address

Phone number

(214) 276-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

NEXANNUITY ASSET MANAGEMENT, L.P. ADV PART 2A (AS FILED) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 600,436,910

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.

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Bradford B. Heiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Burman Heiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXPOINT INSURANCE SOLUTIONS, L.P.

NEXANNUITY ASSET MANAGEMENT, L.P.

NEXADVISORS, LLC

NEXBANK SECURITIES INC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

NEXANNUITY ASSET MANAGEMENT, L.P.

State Registrations and Notice Filings

Exams

Series 7

Date: 8/14/2004

Current Firm

NEXANNUITY ASSET MANAGEMENT, L.P.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEXANNUITY ASSET MANAGEMENT, L.P.

TRUST BUT VERIFY

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