Brian Heckert, financial advisor Janesville WI
96 score

Brian Heckert

CRD Number: 1434160
Current Firm: Nfp Advisor Services, LLC

Brian Heckert (CRD# 1434160) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Janesville, WI and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Brian Heckert Okawville, IL Apr 1985 - Current 31
Nfp Securities,inc. Nashville, IL May 2006 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for Brian D. Heckert
Phone Number: 512-697-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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