Stuart J. Heckman

NO COAST FINANCIAL GROUP

MANHATTAN, KS 66502

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CRD#: 5535843

Professional summary

Stuart Joseph Heckman, CFP®, who also goes by Stuart J Heckman, is a registered financial advisor currently at NO COAST FINANCIAL GROUP located in Manhattan, Kansas.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Stuart has worked at 4 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stuart J Heckman

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.) Stuart Heckman is an Associate Professor of Practice at Texas Tech University. He devotes approximately 60% of his time to this activity during trading hours. 2.) Heckman Research Consulting, LLC; Not Investment Related; Manhattan, KS; Owner; Start Date 01/2025; Approx. 20 hours/month with no hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Joseph 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®

CFP^®

Certified Financial Planner

Experience

Current

February 22, 2023 - Present

NO COAST FINANCIAL GROUP

Office #1: 211 S. 4th St., Manhattan, KS 66502

RIA

CRD#: 324971

MANHATTAN, KS

Past

December 13, 2019 - December 31, 2022

CGN ADVISORS, LLC

RIA

CRD#: 159359

MANHATTAN, KS

Past

June 29, 2016 - January 31, 2020

CGN ADVISORS, LLC

RIA

CRD#: 282552

MANHATTAN, KS

Past

July 2, 2008 - June 4, 2009

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OVERLAND PARK, KS

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

Kansas
(2/22/2023)

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: 7/1/2008

General Securities Representative Examination

Current Firm

NO COAST FINANCIAL GROUP

NO COAST FINANCIAL GROUP | NO COAST FINANCIAL GROUP, LLC

CRD#: 324971 / SEC#:

Kansas

Registered Investment Advisory firm - (2/22/2023 Approved)

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Contact information

Main Address

211 S. 4th St., Manhattan, KS 66502

Mailing Address

Phone number

(785) 226-6050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 5,388,771

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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Stuart J. Heckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Joseph Heckman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NO COAST FINANCIAL GROUP

CGN ADVISORS, LLC

CGN ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 7/1/2008

Current Firm

NO COAST FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NO COAST FINANCIAL GROUP

TRUST BUT VERIFY

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