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TH

Trent T. Heckman

INTEGRATED WEALTH SOLUTIONS
Harrisburg, PA 17110
Some features on this profile are disabled
CRD#: 6264926
TH

Professional summary

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

Trent is registered as an IAR (Investment Advisor 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.
The advisor shows no other business activity.

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
Past

May 9, 2023 - April 16, 2025

TERRA WEALTH

RIA
CRD#: 320643
HARRISBURG, PA
Past

September 9, 2022 - January 5, 2026

CAPE SECURITIES INC.

BD
CRD#: 7072
HARRISBURG, PA
Past

March 18, 2014 - September 13, 2022

PFS INVESTMENTS INC.

BD
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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(3/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/28/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/18/2014
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/12/2018
Investment Company Products/Variable Contracts Principal Examination

Current Firm

IW
INTEGRATED WEALTH SOLUTIONS, LLC
BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH

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
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts488
AUM (Assets Under Management)$ 52,939,097

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.

Company Information

INTEGRATED WEALTH SOLUTIONS, LLC

CRD#: 334422Harrisburg, PA 17110

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