Trent T. Heckman

INTEGRATED WEALTH SOLUTIONS

Harrisburg, PA 17110

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CRD#: 6264926

Professional summary

Trent Thomas Heckman is a registered financial advisor currently at INTEGRATED WEALTH SOLUTIONS, LLC located in Harrisburg, Pennsylvania and CAPE SECURITIES INC. located in Harrisburg, Pennsylvania.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Trent has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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) CAPE SECURITIES, INC., INVESTMENT RELATED, HARRISBURG, PA, 17110, BROKER DEALER, REGISTERED REPRESENTATIVE, 09/2022, APPX. 1O HRS/MNTH. 2) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 3) TH REAL ESTATE MANAGEMENT LLC, OWNER AND PRESIDENT SINCE 2006, 2 RENTAL UNITS WITH RESPONSIBILITIES OF LANDLORD DUTIES. INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Thomas 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®

None

Experience

Current

March 30, 2025 - Present

INTEGRATED WEALTH SOLUTIONS, LLC

Office #1: 2550 Interstate Drive Suite 300 F, Harrisburg, PA 17110

RIA

CRD#: 334422

Harrisburg, PA

Current

September 9, 2022 - Present

CAPE SECURITIES INC.

Office #1: 2550 Interstate Drive Suite Suite 300-f, Harrisburg, PA 17110

CRD#: 7072

Harrisburg, PA

Past

May 9, 2023 - April 16, 2025

TERRA WEALTH

RIA

CRD#: 320643

HARRISBURG, PA

Past

March 18, 2014 - September 13, 2022

PFS INVESTMENTS INC.

CRD#: 10111

HARRISBURG, PA

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.

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

Connecticut
(9/9/2022)

Delaware
(9/9/2022)

Florida
(9/9/2022)

Maryland
(9/9/2022)

Pennsylvania
(9/9/2022)

IAR

Pennsylvania
(3/30/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/18/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/12/2018

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

INTEGRATED WEALTH SOLUTIONS, LLC

CRD#: 334422 / SEC#:

Maryland

Registered Investment Advisory firm - (2/3/2025 Approved)

North Carolina

Registered Investment Advisory firm - (2/19/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/31/2025 Approved)

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Contact information

Main Address

2215 E. Market St, York, PA 17402

Mailing Address

Phone number

(717) 578-2892

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Trent T. Heckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Thomas Heckman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED WEALTH SOLUTIONS, LLC

CAPE SECURITIES INC.

TERRA WEALTH

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2023

Series 63

Date: 3/28/2014

SIE

Date: 10/1/2018

Series 6

Date: 3/18/2014

Series 26

Date: 6/12/2018

FINRA

Current Firm

INTEGRATED WEALTH SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

INTEGRATED WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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