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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Heckert is an investment advisor representative with AssuredPartners Investment Advisors. Brian has been in the securities industry since February 20, 1986. Brian holds Series 6, 7 and SIE licenses. Brian is also a Chartered Financial Consultant. Brian has worked at a number of firms over the years including KESTRA INVESTMENT SERVICES, LLC, MML INVESTORS SERVICES, INC., and WALNUT STREET SECURITIES, INC. Brian has a total of 36 state licenses and two IA state licenses. Brian specializes in providing financial planning, portfolio management, and educational seminars to individual investors. Brian's office is located in Nashville, IL.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Compensation related to referrals
1
2
IL
07/31/2024 - Present
Assuredpartners Investment Advisors (Nashville IL)
IL
05/01/2006 - 08/02/2024
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
IL
06/13/2001 - 05/12/2006
MML INVESTORS SERVICES, INC. (NASHVILLE IL)
CA
01/24/1990 - 07/13/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
FL
11/17/1989 - 01/30/1990
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
02/17/1987 - 11/17/1989
BERACHAH SECURITIES CORPORATION
NA
02/21/1986 - 11/10/1987
HISTORIC SQUARE EQUITIES, INCORPORATED
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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