Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brian Heckert is a financial advisor registered with AssuredPartners Investment Advisors. Michael has been in the industry since December 20, 2018 and is licensed in Kentucky and Texas. Michael has experience with qualified retirement plans, financial planning, and development. Michael is a member of the Million Dollar Round Table (MDRT). Michael offers a variety of services, including financial planning, portfolio management, and referrals to unaffiliated investment advisers.
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
KY
06/11/2024 - Present
Assuredpartners Investment Advisors (Lexington KY)
IL
12/21/2018 - 06/11/2024
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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