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Kevin Ray McClelland

Heckman Financial & Insurance Services, Inc.

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About Kevin Ray McClelland

Kevin McClelland is an Investment Advisor Representative at Heckman Financial & Insurance Services, Inc.. Kevin is based in San Jose, California and has been in the industry since April 2010. Kevin is registered to provide investment advisory services in California. Kevin McClelland holds a Series 65 license and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Kevin is also the owner of Leeward Financial & Insurance Services, a sole proprietorship that provides life/health insurance and annuities, business consulting, and software sales.

Firm Information

Kevin McClelland is currently registered with Heckman Financial & Insurance Services, Inc.. Heckman Financial & Insurance Services, Inc. is a financial advisor headquartered in , . They provide financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals and select other advisors. The firm manages approximately $114,394,000 in assets for 315 clients. They specialize in serving high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.

$114.39M

Assets Under Management

45

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kevin McClelland’s Registration & Firm History

CA

04/01/2011 - Present

Heckman Financial & Insurance Services, Inc. (SAN JOSE CA)

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Licenses & Designations

IA

Issued 12/16/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Ray McClelland.
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