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Benjamin Allen Heckart

RIA Advisory Group, LLC

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About Benjamin Allen Heckart

Benjamin Heckart is an investment advisor representative with RIA Advisory Group, LLC. Benjamin has been in the industry for over 30 years and has held registrations in Iowa and Texas. Benjamin has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Benjamin's firm, RIA Advisory Group, LLC, provides portfolio management services for individuals. Benjamin is also a licensed insurance agent and has a small farming operation.

Firm Information

Benjamin Heckart is currently registered with RIA Advisory Group, LLC. RIA Advisory Group, LLC is an investment advisor based in DES MOINES, IA. They manage $398,868,182 in regulatory assets under management for 2,799 clients. The firm specializes in portfolio management for individuals. They have 15 licensed agents and 24 investment adviser representatives.
RIA Advisory Group, LLC

500 SW 7TH STREET

DES MOINES, IA 50309

$398.87M

Assets Under Management

29

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Heckart’s Registration & Firm History

IA

12/12/2024 - Present

RIA Advisory Group, LLC (DES MOINES IA)

IA

10/03/2008 - 04/23/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (DANVILLE IA)

IA

09/27/2005 - 10/06/2008

LPL FINANCIAL CORPORATION (DANVILLE IA)

IA

11/04/2003 - 09/28/2005

BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)

IA

08/03/1987 - 11/06/2003

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

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Licenses & Designations

BOTH

Issued 09/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Allen Heckart.
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