Brandon R. Heckert
ASSUREDPARTNERS INVESTMENT ADVISORS
Nashville, TN
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CRD#: 6095040
Professional summary
Brandon R Heckert, CFP®, who also goes by Brandon Rick Heckert, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Nashville, Tennessee and PRIVATE CLIENT SERVICES, LLC located in Nashville, Illinois.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Brandon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Rick Heckert
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) Benefits Plus. 2424 Harrodsburg Rd, Suite 207, Lexington-Fayette, KY 40503. TPA business conducted under DBA for Assured Partners Investment Advisors. Employee. 10 hrs/mo; 10 during trading hrs. Not investment related. 2) FSM Wealth, Inc. Financial planning business conducted under DBA for Assured Partners Investment Advisors. Advisor. 160 hrs/mo; 130 during trading hrs. Not investment related. 3) FSM Benefits. 2424 Harrodsburg Rd Suite 207, Lexington-Fayette, KY 40503. TPA business conducted under DBA for Assured Partners Investment Advisors. Employee. 10 hrs/mo; 10 during trading hrs. Not investment related. 4) Heckert Development, LLC. 9627 Wall St. Nashville IL 62262. Development company. Owner. 1 hr/mo; 1 during trading hrs. Not investment related. 5) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405 Tampa, FL 3360. RIA. 160 hrs/mo; 130 during trading hrs. 6) MDRT. 325 West Touhy Ave, Park Ridge IL. independent association of financial services professionals and insurance brokers. Member. 10 hrs/mo; 10 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon R 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®
CFP®
Start date: 2021
Experience
Current
May 29, 2024 - Present
ASSUREDPARTNERS INVESTMENT ADVISORS
RIA
CRD#: 309550
Nashville, TN
Current
July 31, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 9627 Wall St, Nashville, IL 62263Office #2: One Parker Place, Ste 495, Janesville, WI 53545RIA
BD
CRD#: 120222
Nashville, IL
Past
May 1, 2017 - June 4, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
NASHVILLE, IL
Past
February 15, 2017 - June 4, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
NASHVILLE, IL
Past
June 22, 2015 - January 10, 2017
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
BLOOMINGTON, IL
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)
IAR
Illinois(5/29/2024)
RR
Illinois(7/31/2024)
RR
Indiana(7/31/2024)
RR
Iowa(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(7/31/2024)
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)
IAR
Tennessee(5/29/2024)
RR
Tennessee(7/31/2024)
IAR
Texas(5/29/2024)
RR
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
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.
